OppFi is a leading tech-enabled digital finance platform that works with banks to provide financial products and services for everyday Americans. Through a transparent and responsible platform, which includes financial inclusion and excellent customer experience, the Company supports consumers who are turned away by mainstream options to build better financial health.
We are a team of caring, innovative, and inclusive individuals who thrive in being immersed in diverse talents, expertise, perspectives, and backgrounds. Our employees approach every new challenge with an unparalleled ability to see what could be rather than settle for what is. Our business principles guide us and create an open and collaborative culture where we improve 1% every day, and the best ideas always win! We welcome individuals who want to make an impact in the financial system by facilitating credit access, expanding financial inclusion, promoting financial health, and delivering exceptional customer service.
A few other fun facts about us. OppFi is one of the top consumer-rated financial platforms online, maintaining a 4.5/5.0-star rating on Trustpilot. We are a 2025 Crain's Fast 50™ company and were named on Built In's 2025 Best Places to Work in Chicago.
About the job:
The Bank Partnerships Associate will support OppFi in the daily management of 1 or more important bank partners, working with all senior leadership and reporting to the Director of Business Operations.
What you get to do:
Build product knowledge around OppFi's platform and bank-partner specific implementations
Collaborate closely with internal stakeholders, including the Product, Credit, Marketing, Legal, and Compliance teams to manage all bank-related activities, such as technology change requests, vendor approvals, and marketing content review.
Drive and champion continuous improvement in partnership operations by focusing on establishing clear review timing and accountability to deadlines, optimizing reporting approaches, and improving cycle-time efficiencies in collaboration with bank partners and internal teams.
Surface relationship or compliance concerns to management based on feedback from partners
Monitor and track issue resolutions stemming from audits, testing and monitoring and product technical defects
Provide support for ongoing bank partner planning and ensure readiness for audits.
What you will bring to the team:
Solution-Oriented Critical Thinker who can analyze complex problems, synthesize information, and propose thoughtful, viable solutions.
Strong Ownership and Reliability demonstrated by taking full responsibility for partner outcomes and consistently meeting commitments, deadlines, and communication expectations.
Proactive and Process Improvement Minded: able to anticipate partner needs, internal bottlenecks, and potential risks, while constantly seeking opportunities to optimize existing workflows for greater efficiency and compliance.
Outstanding Communicator and Relationship Builder who can articulate complex operational and compliance issues clearly and concisely, and cultivate strong rapport with both internal cross-functional teams and external bank partners at all levels of seniority.
Proven ability to manage team dynamics and interact professionally with individuals across various levels of seniority and working styles.
Experience excelling in a remote work environment
The willingness to take on new tasks and broaden the scope of responsibilities
Knowledge about or experience with JIRA, Smartsheet, Monday.com, Slack and Trello
Bachelor's degree
2+ years of prior work experience in FinTech or financial services with a focus on technology
Reports to: Bank Partnership Lead
Job Level: Associate
Total Rewards and Benefits:
At OppFi, we are committed to fostering a fair and equitable workplace. The compensation range for this role reflects our good faith compensation estimate for this position. Final offers are determined based on a myriad of factors including, but not limited to experience, skills, qualifications, and other relevant business considerations. Candidates are encouraged to discuss compensation expectations during the hiring process. In addition to base pay, the total compensation package includes eligibility and potential for performance-based bonuses and equity grants dependent upon the role and job level.
OppFi offers a flexible, remote environment, 401(k) matching program, and generous paid time off. Other benefits include medical, dental, and vision coverage, and tuition reimbursement. Additional benefits include DoorDash DashPass, Figo pet insurance, Rocket Lawyer, and access to LinkedIn Learning. OppFi also offers Fringe, a lifestyle benefits platform that allows employees to decide how to spend rewards from dozens of vendors like Uber, DoorDash, and UrbanSitter. #LI-Remote
Compensation Range:$59,200-$88,800 USD
EEO Statement:
OppFi is an equal opportunity employer and does not discriminate based on any actual or perceived legally recognized protected bases under local, state, federal law, or regulations. Our goal as a company is to build an equitable workplace that actively works to dismantle systems of oppression in our processes, procedures, and interactions. We aim to help our employees thrive where they work and beyond. Check out our Culture page here.
As part of OppFi's commitment to providing equal opportunity to qualified individuals, OppFi will ensure that persons with disabilities are provided reasonable accommodation as defined by applicable laws and organizational policies. If reasonable accommodation is needed to participate in the job application or interview processes or job requirements, please contact our People Team at ********************.
Pursuant to the requirements of the California Consumer Privacy Act, OppFi is providing the "OppFi California Employee Privacy Policy", which details the categories of personal information collected and your rights under the policy. If you are a California resident, please review the policy here: *******************************
The information in this document is for general informational purposes only. It is not intended to be an all-inclusive list or description of the organization and its requirements for positions and employees. OppFi reserves the right to modify or change the information on this document at its discretion.
AssociateBank Recruiter (1099) - Remote (Rockport, TX) - Job # 3433b
Who We Are
The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
The Symicor Group (a bank-only recruiting firm comprised of former bankers) is seeking an experienced Recruiter with a demonstrated ability to call back and work with candidates who have applied for a bank position. The incumbent will act as a subject matter expert to gain the trust and respect of candidates and bank clients. You will interview bank candidates and prepare successful candidates for submission to our client banks across the nation.
This individual will work with recruiters, senior management, hiring managers, and local Human Resources staff to develop and execute sourcing plans based on business needs.
Recruiter responsibilities include:
Scan current bank clients' list of job openings and match them to Symicor Group's over 14,000 bankers across the U.S.
Screening and identifying talent through Symicor Group provided passive and active sources including postings, social networking, internet research, etc.
Convey and leverage your banking knowledge to Symicor Group candidates
Effectively promoting The Symicor Group brand across numerous markets and professional communities.
Acting as primary communication point with candidates from initial contact point to interview.
Who Are You?
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
Five or more years of experience in Banking
Recruiting experience in a financial institution.
Proven experience building and maintaining pipelines.
Knowledge of Bullhorn ATS System a plus!
Persuasive interviewer who has practice in various interview techniques.
Creativity and resourcefulness to identify and leverage the resources, information, and assistance needed to solve client problems.
Strong and proven long-term relationship builder with proven sales ability and influencing skills.
Strong knowledge of banking positions and skills required across various job families.
Proficient with MS Office, Outlook, web-based recruiting systems, internet tools, and direct sourcing methods.
General knowledge of recruitment policies and practices.
Knowledge of applicable Employment Laws including Diversity Legislation, FLSA, VEVRAA, etc.
The next step is yours. Email us your current resume along with the position you are considering to:
************************
$47k-93k yearly est. Auto-Apply 60d+ ago
Tax Refund Customer Service (Remote)
Vertacall
Remote job
A customer service representative, or CSR, will act as a liaison, provide product/services information and resolve any emerging problems that our client accounts might face with accuracy and efficiency.
The best CSRs are genuinely excited to help customers. They're patient, empathetic, and passionately communicative. They love to talk. Customer service representatives can put themselves in their customers' shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs gather that for us. Problem-solving should also come naturally to our customer care specialists. You should be confident in troubleshooting and investigating if do or don't have enough information to resolve customer complaints.
Tax preparation software is one of the most popular income tax services during tax season. The software is designed to guide users through their tax returns step-by-step.
Responsibilities
• Inbound phone and video customer service/technical support. Handle technical support questions via phone, with video capability.
• Research, analyze and determine an appropriate course of action for tax customers.
• Interact with customers via phone focusing on software navigation questions as well as assisting the customer with locating prior years' returns and amendments.
• Serve as an ambassador for the Intuit brand; take a caring and empathetic approach to customer interactions and/or escalation to a higher level of expertise.
• Document all issues, resolution and follow up actions
Requirements
Track record of over-achieving quota
Strong phone contact handling skills and active listening
Familiarity with CRM systems and practices
Customer orientation and ability to adapt/respond to different types of characters
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
High school diploma
Benefits
This is NOT paid training. However, we WILL cover the cost of the Training Certification Course. Once you've passed the software certification course with a passing score, PAID services will begin. You MUST make the time to train and pass. You MUST have a working computer and internet connection at home. If you cannot make time to train, DO NOT APPLY.
JOIN OUR DYNAMIC TEAM!
Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I.
We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork.
THIS IS NOT A REMOTE POSITION.
Essential Functions:
Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information.
Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision..
Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required.
You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals.
Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc)
Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish.
Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums.
Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds.
Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base.
Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts.
Maintain professional appearance.
Maintain excellent attendance record, including punctuality and preparation.
Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to:
Make a difference in the lives of our members by helping them navigate their financial journeys.
Work alongside passionate professionals who share your enthusiasm for lending and member service.
Enjoy a competitive compensation, benefits, and opportunities for professional growth.
If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today!
Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.
JOIN OUR DYNAMIC TEAM!
Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I.
We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork.
THIS IS NOT A REMOTE POSITION.
Essential Functions:
Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information.
Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision..
Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required.
You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals.
Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc)
Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish.
Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums.
Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds.
Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base.
Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts.
Maintain professional appearance.
Maintain excellent attendance record, including punctuality and preparation.
Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to:
Make a difference in the lives of our members by helping them navigate their financial journeys.
Work alongside passionate professionals who share your enthusiasm for lending and member service.
Enjoy a competitive compensation, benefits, and opportunities for professional growth.
If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today!
Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.
Qualifications:
Education
:
· HS Diploma or equivalent required.
Experience
:
· Two years or more in a financial institution with previous consumer lending & deposit account experience is required.
· NMLS registration is a plus
· Sales experience is a plus
Skills Required
:
· Bilingual English/Spanish fluency required.
· Must be service-minded and team oriented.
· Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required.
· Requires effective member relation/cross selling skills.
· Ability to manage multiple priorities.
Performance Standards:
Meet new accounts goal monthly.
Meet Credit Disability monthly goal on eligible loans.
Meet Credit Life monthly goal on eligible loans.
Meet goal on Mechanical Repair Coverage Policies sold monthly.
Meet goal on GAP Policies sold monthly.
Meet minimum monthly loan volume goal.
Pay rate $23/hr-$28.00/hr, commensurate with experience.
This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team.
Consumer Loans, Lender, Loan processor,
Skills & Requirements
Qualifications:
Education
:
· HS Diploma or equivalent required.
Experience
:
· Two years or more in a financial institution with previous consumer lending & deposit account experience is required.
· NMLS registration is a plus
· Sales experience is a plus
Skills Required
:
· Bilingual English/Spanish fluency required.
· Must be service-minded and team oriented.
· Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required.
· Requires effective member relation/cross selling skills.
· Ability to manage multiple priorities.
Performance Standards:
Meet new accounts goal monthly.
Meet Credit Disability monthly goal on eligible loans.
Meet Credit Life monthly goal on eligible loans.
Meet goal on Mechanical Repair Coverage Policies sold monthly.
Meet goal on GAP Policies sold monthly.
Meet minimum monthly loan volume goal.
Pay rate $23/hr-$28.00/hr, commensurate with experience.
This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team.
Consumer Loans, Lender, Loan processor,
$23-28 hourly 29d ago
Work From Home-Customer Service-Make Your Own Schedule
SMS Staffing
Remote job
COMPLETE FIRST & FOLLOW THE ONBOARDING STEPS BELOW
Answer incoming calls from customers to take orders, answer inquires and questions, handle complaints, troubleshoot problems, and provide product information.
Education and Experience
high school diploma or equivalent
proficient in computer applications
knowledge of customer service principles and practices
some experience in a call center service
MUST HAVE
PC/Laptop
Headset
Hard Wired Internet
Pass a background Check ($30)
Quite Place To Work
BEFORE WE PROCESS YOUR APPLICATION YOU MUST BE ACCEPTED AS AN AGENT WITH OUR COMPANY. TO DO SO PLEASE FOLLOW THE STEPS BELOW !
STEP 1
https://link.arise.com
Start your account, when it asks for a referral code- ENTER (3449185)
STEP 2
When it asks which contractor type, choose service partner and enter (880541638-FEIN#) Stokes Management & Solutions
Once your Approved IT SHOULD SAY PENDING, this will ensure youre registered properly.
STEP 3
Text DONE TO 470-227-1699 WITH YOUR FULL NAME
YOU WILL THEN BE APPROVED THROUGH THE COMPANY AND CAN PROCEED WITH SIGNING YOUR CONTRACT DOCUMENTS. ONCE DOCUMENTS ARE SIGNED THERE WILL BE A BASIC ASSESSMENT TO COMPLETE (dont let this scare you, its very basic). It will take 24 hours after you have completed your assessment for Arise to link it to your account.
VERY IMPORTANT: If you do not have equipment to start, we partner with a company that offers very affordable equipment as well as payment plans. Click the link here to purchase
https://wahequipmentsolutions.com/smsstaffing
This position is totally REMOTE. Training 2-4 weeks. You must have your own equipment. Background check required, as you will deal with clients personal information.
www.sms-staffing.com
$31k-38k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Beth Moloughney-State Farm Agent
Remote job
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Paid time off
ROLE DESCRIPTION: As a Financial Service Rep with the Beth Moloughney Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
State Farm Experience required
FINRA Series 6 and 63 and 65 licenses required
Life Health License required
This is a remote position.
$29k-54k yearly est. 16d ago
Licensed Financial Service Representative
Stephen Simmons-State Farm Agency
Remote job
Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of a remote Licensed Financial Services Representative. We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
This role requires exceptional relationship building, organizational skills, attention to detail, and the ability to handle sensitive and confidential information with utmost discretion. The best candidate understands the State Farm Agency model and has market area operations acumen.
This remote position is only available to candidates who meet the following criteria:
Must be securities licensed and have experience in the Financial Services industry.
Must be willing and able to work at three office locations on-site with opportunity for occasional remote work.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain a strong work ethic with a total commitment to success each and every day.
Develop new service opportunities with both existing and new clients.
As an Agent Team Member, you will receive...
Base Salary $80k - $100k depending on experience
Commissions
Paid time off (personal/sick days and vacation)
Paid holidays
Employer paid group health insurance
Matching 401(k)
Valuable experience
Growth potential/Opportunity for advancement within my office
Requirements
Prior financial services experience (required)
Securities licenses (required)
Life and Health license (required)
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
$80k-100k yearly 22d ago
Work from Home Inbound Customer Service (State of Missouri)
Sc Data Center
Remote job
SC Data Center, Inc. participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program *This position is only open to candidates 18 years or older living in Alabama, Arkansas, Georgia, Iowa, Kansas, Louisiana, Mississippi, Missouri, North Carolina, or Wisconsin.*
Work at Home! You can apply online at ***************************************************** Please call us at ************ if you have additional questions!
Join our team! Are you looking for a flexible part-time, seasonal job that fits your schedule? Start at $15.00 per hour and earn upsell commission on top! Choose your own availability and work around your existing commitments, making this the perfect role for those looking to earn extra cash before the holidays or as a seasonal second job. Join a supportive team that values your time and effort.
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As a Work at Home Inbound Customer Service Representative you are responsible for maintaining positive customer relations by addressing all types of product related concerns, including: taking orders, verifying information, tracking packages, and answering customer questions. Working from home entails a high level of computer knowledge as you will be required to navigate through multiple systems and enter information using your keyboard including function keys while speaking with customers on the phone. SC Data Center Inc., offers flexible schedules, paid training, employee discounts up to 50%, and Booster Discount Certificates that allow employees to purchase company products for free. As a Home Agent you will be able to work from the ease of your own home provided that your computer meets our minimum technical requirements (see below). Your next opportunity is just a few clicks away!
Preferred Computer Requirements
A PC or Laptop with:
• Current and supported MS Windows 11 Operating System (No Mac, Vista, Chromebook, or XP)
• Processor
- AMD Ryzen 2nd Generation or newer OR
- INTEL i-series 8th Generation or newer with 4 or more cores and must be 2018 or newer
• 8GB RAM or installed memory
• 10GB of Free Hard Disk Space
Dedicated High Speed Internet:
• Internet Download Speed: 10.0 MBPS
• Internet Upload Speed: 5.0 MBPS
• Wired Internet with a cable connection (Dial-up, Wi-Fi, Hotspots, and Satellite are not allowed)
Minimum Computer Requirements
A PC or Laptop with:
• Current and supported MS Windows 11 Operating System (No Mac, Vista, Chromebook, or XP)
• Processor
- AMD 2.1GHZ or higher OR
- INTEL 1.8GHZ or higher, OR
- INTEL 1.7GHZ or lower; must be i3, i5, i7, or Pentium with 4 or more cores and be 2016 or newer
• 4GB RAM or installed memory
• 10GB of Free Hard Disk Space
Dedicated High Speed Internet:
• Internet Download Speed: 4.0 MBPS
• Internet Upload Speed: 2.0 MBPS
• Wired Internet with a cable connection (Dial-up, Wi-Fi, Hotspots, and Satellite are not allowed)
Other Requirements
• Keyboard: Function Keys (F-Keys)
• Wired USB Headset
• Webcams are recommended (not required)
• Dual monitors recommended (not required)
• Minimum monitor size of 17+ inches recommended (not required)
• External mouse recommended (not required)
Training Requirements (Mandatory):
• 1st Shift Training - 2 weeks (M-F), 8:30am-3:30pm CST
• 2nd Shift Training - 2 weeks (M-F), 5:00pm-11:00pm CST
• Weekend Training - 3 weekends (Sa-Su), 8:00am-4:00pm CST
Most communication throughout the hiring process will be conducted via email. Please ensure you enter a valid email address that you check regularly when completing the application. You can expect emails from **************************** and **************************. To prevent these emails from ending up in your junk/spam folders, we ask that you set your email filter to unblock, whitelist, or accept emails from these addresses.
$15 hourly Easy Apply 26d ago
Financial Services Representative - State Farm Agent Team Member
Robert Reed-State Farm Agent
Remote job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Services Representative with Robert Reed State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
This is a remote position.
$33k-53k yearly est. 18d ago
Financial Services Representative State Farm Agent Team Member
Lori Robertson-State Farm Agent
Remote job
Job DescriptionBenefits:
401(k) matching
Health insurance
Opportunity for advancement
Paid time off
ROLE DESCRIPTION: We are searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As a member of our sales team, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in developing strategies and establishing quotas for our agency.
If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career.
***This position has the option to be remote but the first week will be in office for training***
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Cold calling
Maintain a strong work ethic with a total commitment to success each and every day.
Work alongside your agencys team to ensure successful long-lasting customer relations.
QUALIFICATIONS:
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Ability to effectively relate to a customer
Able to obtain your Property & Casualty license
BENEFITS:
Salary plus commission/bonus
Work from home
Paid time off (vacation and personal/sick days)
Health Insurance
Profit sharing
Growth potential/Opportunity for advancement within my office
This is a remote position.
$30k-50k yearly est. 29d ago
Remote Financial Services Representative - Full Training | 100% Commission
Anderson Johnson Agency LLC
Remote job
Job Description
About the Opportunity: Join a rapidly growing agency helping families across the U.S. protect what matters most. Whether you're licensed or just starting out, we'll provide the mentorship, training, and tools to help you thrive.
What You'll Do:
Work remotely from anywhere in the U.S.
Connect with clients who requested information - no cold calls
Offer coverage options from trusted carriers
Build relationships while protecting families
Option to develop your own agency
What We Offer:
Comprehensive virtual training
Step-by-step licensing guidance
Flexible scheduling (PT or FT)
Commission-based income with daily pay
Bonus programs
Warm leads and full team support
Compensation (Commission Only):
PT $1,500 - $3,000 / mo
FT $3,000 - $7,000 + / mo
We're Looking For:
Driven and coachable individuals
Clear communicators
Independent and goal-oriented
Ready to earn a license (we help you)
Requirements:
U.S. resident, 18 +
Background check
Internet + phone + computer
⚠️ No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will depend on your work ethic, ability to follow our system, and the demand in your selected market.
Apply Now to take control of your career and income.
Requirements
Must be 18 years or older
U.S. resident (currently hiring in the U.S. only)
Must be able to pass a background check
Willing to obtain a Life & Health insurance license (we help with this)
Comfortable working remotely with internet access
Strong communication skills
Self-motivated and coachable
Benefits
Remote work - work from anywhere
Flexible schedule - set your own hours
No income cap - performance-based pay
Access to warm leads - no cold calling
Daily pay from top-rated insurance carriers
Bonus structure available
Licensing support for new agents
Team mentorship & leadership development
Potential to grow your own agency
$1.5k-3k monthly 3d ago
Financial Clearance Rep - Rehab Services
Fairview Health Services 4.2
Remote job
We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits.
* FTE 1.0, authorized for 80 hours per pay period.
* Schedule: Monday-Friday, 8:30am - 5:00pm.
* Remote position.
* Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more!
M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs.
As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees.
Responsibilities
* Practice excellent telephone etiquette and active listening skills.
* Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients.
* Document and track all communication with insurers, clinic staff, and patients.
* Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination.
* Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary.
* Enters referrals with all pertinent information into Epic referral entry.
* Initiate process to establish company account for worker's compensation patients and all other insurances as needed.
* Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services.
* Contact patients with insurance issues such as termed insurance.
* Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement.
* Assist in training new insurance staff
* Acquire insurance referrals from PCC, if required by insurance.
* Submit appeals to insurances for prior authorization, if needed.
* Incorporate new changes in insurance verification and adapt to changes in volume of workload.
Required Qualifications
* 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas.
* Experience with electronic health record software.
Preferred Qualifications
* Associate of Science
* Vocational/Technical Training
* Epic experience
* Insurance/benefit verification experience
* Referrals and/or prior authorization experience
* Knowledge of medical terminology and clinical documentation review
* 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization
* Knowledge of computer system applications, including Microsoft Office 365
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *****************************************************
Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
Job Description
We believe work should fit your life - not the other way around.
This role is perfect for driven people who want a balance of independence and mentorship. You'll help clients secure their financial future using systems that have already created success for thousands of agents nationwide.
What You'll Gain:
Full mentorship and training.
Simple process that gets results quickly.
Flexible schedule and uncapped pay.
Health, dental, and vision benefit access.
We're looking for disciplined self-starters who care about helping people - and who want to be rewarded fairly for it.
What You'll Do
You'll meet with families (virtually or over the phone) who have requested help protecting their income or paying off debt faster. Using our proven client system, you'll:
Review coverage needs and customize simple financial protection plans.
Submit applications through our digital platform - no cold calling or door knocking.
Follow up with clients and maintain long-term relationships.
Learn to train and mentor others as you grow.
Every step is outlined, documented, and supported. You'll never have to “wing it.”
What Makes This Different
Freedom: You decide when and how you work. No clock-in, no office politics.
Proven Playbook: The same system that's helped thousands of new agents earn $60K-$150K+ in their first year.
Mentorship: Work directly with top leaders who've already built six- and seven-figure agencies.
Culture: Collaborative, transparent, and genuinely fun. We celebrate wins together.
Compensation & Benefits
Uncapped commissions: You control your income - effort = reward.
Bonuses & incentive trips: Company-paid travel to destinations like Cabo, Hawaii, and Costa Rica.
Health, dental, and vision options: Available once licensed and producing.
Leadership path: Training, support, and recognition for those who want to grow beyond sales.
Flexible schedule: Full-time, part-time, or supplemental income model available.
Who Thrives Here
People who are:
Coachable and willing to follow a proven process.
Self-driven and goal-oriented.
Good communicators who care about helping others.
Looking for long-term stability and income growth, not another short-term job.
No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it.
Why Apply Now
Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture.
If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance.
No scripts. No hype. Just a real opportunity to grow - on your terms.
Apply today, and we'll set up a short conversation to see if it's the right fit.
Requirements18+ and authorized to work in the U.S.
100% Uncapped Commission 1099
Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way).
Prior experience in sales, customer service, leadership, or training is a plus-but not required.
Comfortable working remotely and independently.
BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance.
Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income.
Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom.
True Agency Ownership - Build your own business with real contractual ownership.
Legacy Business Transfer - Pass your agency to a loved one and create generational wealth.
Free Life Insurance - One full year of coverage included for qualifying agents.
Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit.
Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider.
Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000.
• • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.
$30k-43k yearly est. 10d ago
Financial Services Representative State Farm Agent Team Member
Drew Federau-State Farm Agent
Remote job
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
With 12 years in business and a team of 9 full-time professionals, our agency is built on excellence, teamwork, and community connection. We provide monthly and quarterly team challenges with bonus opportunities, group medical coverage, and retirement contributions to support your success both at work and in life.
Our agency has been honored with multiple State Farm awards, including Ambassador Travel, SVP Club, and Honor Club - recognition that reflects our commitment to delivering exceptional service and coverage to every customer.
Outside the office, Drew is an avid golfer who enjoys traveling, and our team shares that same spirit of energy and engagement. Were also proud to give back to the community through volunteer efforts and local involvement.
If youre looking to join a supportive, award-winning team that values both hard work and community connection, wed love to hear from you!
ROLE DESCRIPTION:
Drew Federau - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.
As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success every day.
Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
QUALIFICATIONS:
Possess excellent communication skills.
Display good analytical skills.
Provide excellent customer service.
Life/Health Insurance License
Successful track record of meeting sales goals/quotas preferred
This is a remote position.
$30k-48k yearly est. 1d ago
Financial Services Representative - State Farm Agent Team Member
Nicole Zirnsak-State Farm Agent
Remote job
Job DescriptionBenefits:
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Wellness resources
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Nicole Zirnsak - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
This is a remote position.
$28k-49k yearly est. 15d ago
Commercial & Private Bank Compliance Risk & Controls Associate
Flagstar Bank 4.9
Remote job
Title
Commercial & Private Bank Compliance Risk & Controls Associate The Commercial & Private Bank Compliance Risk & Controls Associate will play an integral role in the design, buildout, transformation and implementation of a Compliance risk management framework as well as advise and oversee business lines through ongoing identification, assessment, and measurement of material risks and key controls. The Commercial & Private Bank Compliance Risk & Controls Associate, in this 1st Line of Defense (1LOD) role, will bring expertise in regulatory Compliance and risk experience in Commercial & Private Banking businesses.
• The Private Bank consists of Private Client Groups (PCGs) who are highly specialized in providing white glove service to High Net Worth and Commercial clients by offering Deposit products, lending, and products and services from Flagstar's broader offerings.
• The Commercial Bank includes lending, finance, and banking focused on middle market Commercial & Industrial (C&I) companies. The organization also provides capital markets, foreign exchange and derivatives, treasury management products and services, and banking as a service.
This position will collaborate with senior members of Enterprise Compliance (2nd LOD) & Enterprise Risk Management (2nd LOD), Internal Audit (3rd LOD), and External Regulatory Agencies. This position is critical to supporting the strategy of the Commercial & Private Banks by ensuring prudent risk and compliance management which permit the bank grow profitably.
Pay Range: $84,878 - $112,463 - $140,049Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
Risk Advisory
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in the buildout, implementation, and consistent execution of a Compliance Risk Management framework within the 1st LOD.
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in the buildout, implementation, and consistent execution of the 1st LOD Compliance Risk roles and responsibilities associated with a Risk Governance Framework subject to Bank regulatory heightened standards, including Risk Culture, Risk Appetite, Roles and Responsibilities, Risk Governance, Risk Assessment, and Risk Monitoring & Reporting.
Provides 1st Line with guidance with regard to the execution of Compliance Risk framework responsibilities with Business Process Owners including Enterprise Compliance Risk Assessments, Regulatory Compliance & Change Management, Customer Complaint Management, Compliance Testing, Issue Management, External Risk Events, Key Risk Indicators, Control Identification and Design, and Quality Assurance programs.
Leads Compliance Risk management assessment of new products and services, including enterprise change management programs.
Provides Compliance Risk advisory and guidance to the Business Process Owners including process and control design, early risk identification, control environment operating effectiveness, and policies and procedures.
Provides guidance on assurance activities to help ensure that Compliance Risk Management Frameworks and controls are effective to manage risks associated with the Commercial & Private Banks strategic plan.
Directly engages with Bank leaders on identified Compliance incidents and issues in root-cause analysis, action plans, supporting documentation and testing of implemented controls to effectively remediate findings or issues.
Provides senior members of the Bank with risk advisory and guidance on project initiatives, risk assessments, and risk remediation efforts impacting the Business Units.
Governance
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in the buildout and implementation of a Business Unit Review Governance model and cadence for Commercial & Private Bank Business Units.
Leads activities to help ensure compliance with all Enterprise Compliance policies and standards, and management of Compliance Risks within the Bank's risk appetite.
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in the implementation of Compliance Risk management methodologies for Commercial & Private Bank Business Units.
Performs activities to help ensure that key risk and control data, inventory, metrics, and reporting are established and actively monitored.
Performs activities to help ensure that Compliance Risk culture is imbedded across the Commercial & Private Bank organizations with an appropriate training regimen.
Bank Initiative Partner
Actively influences and engages in Enterprise Compliance & Risk forums and socializes with Commercial & Private Bank colleagues.
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in interactions with the Bank's regulators and Internal Auditors.
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in the interaction with the following Business Unit partners: Bank Examiners, External Bank Auditors, Enterprise Compliance & Risk Management, Internal Audit, Regulatory Affairs, Business Process Owners, and Shared Services organizations.
Interfaces with Internal Audits, Compliance Tests, and External Exams with Business Process Owners to ensure timely delivery and completeness of required documentation.
Risk Advisory Guidance and Communication
Interprets complex regulatory requirements and effectively communicates the potential impact to affected business lines.
Leads efforts to support the development and implementation of regular communication methods to keep employees informed of policy, procedural and regulatory updates.
Regularly evaluates assigned Business Unit processes and practices to ensure consistency with applicable regulatory requirements and expectations.
Stays abreast of compliance and regulatory changes at Flagstar and within the industry to continue to act as a risk subject matter expert for advising and monitoring processes across the Business Units.
Procedure & Process Management
Provides direction and expertise on development of sufficient documentation including policies, procedures, processes, and user guides to increase efficiencies, reduce errors and mitigate risk.
Performs activities to help ensure that regulatory/compliance related requirements are embedded within Business Units procedures and user guides.
Ensures ongoing / annual reviews of Risk procedures to ensure accuracy and compliance with policies.
Understands the current systems and their respective capabilities.
Supports the Commercial & Private Bank Business Risk & Controls Officer - Compliance Risk Officer in the preparation of comprehensive written reports and summaries communicating results of findings and highlighting overall business risk, where necessary.
Uses independent judgement and discretion to make decisions.
Analyzes and resolves problems.
ADDITIONAL ACCOUNTABILITIES
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
JOB REQUIREMENTS
Required Qualifications:
Education level required: Undergraduate Degree (4 years or equivalent) in Finance, Economics, Business, Data & Analytics or similar.
Minimum experience required: 4+ Years of risk and internal control experience.
Experience in Commercial Banking and associated Lending and Deposit products
Experience in Treasury Management, Capital Markets, and Derivatives is a plus
Large Bank experience
Ability to execute in change management environments, and has experience building programs / frameworks from the ground up
Preferred Qualifications:
Demonstrated effectiveness in managing operational requirements, preferably in a Commercial Banking capacity
Understanding of Risk and Control Self-Assessments (RCSA) and Sarbanes-Oxley requirements
Understanding of Non-Financial Risk management and audit industry best practices
Understanding of laws and regulations impacting financial institutions
Ability to manage and execute multiple projects within required timelines
Experience defining and documenting business processes and functions
Job Competencies:
Ability to partner effectively across all levels of the organization and develop positive working relationships
Ability to analyze and assess the adequacy of operational controls and identify opportunities for process improvements and efficiency gains
Ability to follow company policies, guidelines and procedures
Strong attention to detail, ability to prioritize and multi-task
Ability to maintain confidentiality using tact and diplomacy
Excellent verbal and written communication skills and demonstrated success communicating with various levels within an organization.
Ability to think critically and logically
Ability to analyze and resolve problems pertaining to risk governance, audit, compliance
Ability to develop effective relationships with various levels within an organization
Proactive self-starter with good people management skills and a strong work ethic
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
Travel may be required depending on location of hire. If required, travel is not expected to be frequent
Physical demands (ADA): No unusual physical exertion is involved.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
$33k-41k yearly est. Auto-Apply 60d+ ago
Financial Services Representative
Dream Capital Financial
Remote job
We are an independent financial services division of Transamerica Financial Advisors with over 40 years of experience. Our mission is to provide comprehensive financial services to families, individuals, and businesses of all financial backgrounds. We take an educational approach to our services, ensuring that our clients understand the financial decisions they make and are prepared for a safe and stress-free life.
The Opportunity
This business opportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quick leadership advancement and grow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients.
We are looking for someone who wants:
Remote Work from Home
Lucrative Career Change
To Work With People
Ownership of a Business
Control of Their Time
Commission, Residual, and Passive Income
A Career in the Financial Sector
Mentorship and Personal Development
Our Services
We offer a wide range of financial services, including:
Financial Education
Personal Finance
Retirement Solutions
Long Term Care
Small Business Protection Plans
401K and IRA Rollovers
Life Insurance Planning
College Planning
Estate Planning
And more.
First 30 Days & Training Program
You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transition from a W2 into owning their own business on our platform over time.
Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule.
In your first 30 days, you will complete our training program which includes:
Acquiring Your Life and Health License
Attending Virtual Trainings and Completing Field Trainings
Marketing and Growing the Foundation to Your Business
Developing Lead Systems and Creating a Business Plans
Identifying First Clients and Business Partners
You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.
Virtual Live Weekly Training
Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business.
Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month.
Who Are We Looking For? Someone With..
Legality, Ethics, and Morality
Entrepreneurial-Minded/Self-Starters
Interest in Finance, Money, & Investments
Leadership Skills / Wanting Growth
An Ambitious, Go-Getter Attitude
Great People Skills and Public Speaking
Customer Service (Client Relations)
Requirements
Background Check & Clean Record
USA Citizen with Valid Social Security Number
At Least 18 Years of Age
High Level of Integrity and Moral Compass
****Able to Complete Licensing in 30 Days****
$30k-43k yearly est. 60d+ ago
Financial Services Representative State Farm Agent Team Member
Terry Stone-State Farm Agent
Remote job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Training & development
ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Terry Stone - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
This is a remote position.
$28k-42k yearly est. 9d ago
Patient Financial Service Representative I
CWI Landholdings 3.0
Remote job
At Children's Wisconsin, we believe kids deserve the best.
Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country.
We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today.
Please follow this link for a closer look at what it's like to work at Children's Wisconsin:
***********************************
Job Summary:
Responsible for answering a high volume of inbound daily telephone calls within Patient Financial Services department, a cross-functional department supporting all areas of Children's Hospital and Children's Specialty Group (MCW) revenue cycle. As the front line of CHW and MCW/CSG's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization.
Essential Functions:
Works as part of a cross-functional team that must maintain knowledge of all hospital billing, physician billing, coding, medical records, and financial clearance functions across multiple service areas.
Acts as a patient resource for navigating through the various departments of our health system.
Works in a fast-paced call center environment, promptly and professionally answering inbound telephone calls, meeting department service standards and expectations.
Negotiates payment plan arrangement and screens for financial assistance needs.
Responds to patient's questions in a timely, professional manner
Multi-tasks by working accounts in work queues to resolve self-pay balance issues while answering inbound calls.
Utilizes patient billing software, which includes adding appropriate documentation of steps taken to obtain payment, respond to inquiries or resolve accounts
Educates and supports parents, families, and representatives with questions regarding CHW account balances.
Educates families on insurance and revenue cycle processes.
Determines when rebilling is appropriate and takes necessary steps in billing system to complete.
Legacy Essential Functions:
Reviews in-coming correspondence and respond accordingly. Updates billing information
Reviews and updates return mail with new addresses
Utilizes Forward Health eligibility website to search for coverage for uninsured patients and takes necessary steps in billing system to complete eligibility check
Investigates and resolves straight forward credit balances. Determines appropriate next steps; transferring funds, requesting patient refund
Collaborates with Financial Counseling, Social Services, Patient Relations, Account Resolution Reps or other department members to resolve patient concerns, and patient balances
Works within the Medical College of WI service area in billing system to resolve shared services account balances
Escalates situations to leadership when appropriate for service recovery and timely resolution
Education:
High School graduate or Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED) Required
Experience:
1+ years related experience in insurance, collections, or customer service experience preferably in a healthcare setting. Required
Knowledge, Skills and Abilities:
Knowledge of claims processing and computerized systems desirable.
Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues.
Ability to hold composure and poise in escalated situations.
Strong multi-tasking, organizational and time management skills.
Ability to verbally communicate effectively in a professional manner to families, physicians and outside agencies.
Ability to work as part of a team, demonstrating collaboration and flexibility.
Must have knowledge of all revenue cycle operations and processes.
Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems
Required for All Jobs:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be requested in the performance of this job.
Employment is at-will. This document does not create an employment contract, implied or otherwise.
Full Remote Work Opportunity!
Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law.
Certifications/Licenses:
$24k-35k yearly est. Auto-Apply 44d ago
Financial Services Representative
Primerica 4.6
Remote job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker