Finance Service Advisor remote jobs - 404 jobs

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

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.

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose To provide and grow the local delivery of insurance related products to members within assigned work area. To engage branch employees on general financial advisory topics to support the referral process. This is a full-time, remote position. 9:00 AM - 6:00 PM -- Tuesday - Saturday. Shifts require working weekends and holidays. Salary to be determined based on education, experience, and licenses. Dimensions This person acts as the primary personal lines (auto, homeowners, etc.) agent for one or more districts, providing quotes and writing policies as needed via phone. The insurance focused FAS Specialist also helps members with their life insurance and annuity needs. Finally, this person works directly with the FAS Contact Center Managers to provide the effective delivery of Financial Advisory Services. Duties Develops or increases proficiency as a life insurance agent to explain coverage options, deliver quotes, and write policies. Develops or increases proficiency as a personal lines insurance agent to explain coverage options, deliver quotes, and write policies. Develops a good understanding of all FAS solutions to coordinate and engage with other specialists as needed to assist with complex scenarios and ensure member needs are being met holistically. Effectively works referrals to ensure members are connected with a qualified FAS employee. Frequently communicates with the FAS Contact Center Managers about activities and results within assigned area. Performs other tasks as assigned. Requirements Must have four-year degree, CCUE Certification, OR Associate of Arts or Associate of Science degree via the North Carolina College Transfer Program (NC-CTP) OR be fully licensed in life insurance and either Property & Casualty OR Personal Lines insurance Must be fully licensed in insurance products OR become fully licensed within 3 months of hire by obtaining the following licenses: Life and Health Insurance Property and Casualty Insurance (NOTE: unlicensed hires will now be solely pursuing the Property and Casualty license.) Some experience in the credit union or financial services industry is preferred. Must maintain all required licenses after obtaining them and satisfy all continuing education requirements. Must demonstrate excellent written and verbal communication skills Must be self-motivated. Must possess an aptitude for meeting people, developing member confidence, respect of members and co-workers, trust of Credit Union. Must be able to quickly adapt to changes in daily work based on immediate needs. Must have strong multi-tasking and organizational skills. Be discreet in performance of duties and hold information about member accounts in strict confidence. Work additional hours when necessary to execute responsibilities. Must complete training, modules and education as directed by management. Must be able to speak English fluently. Must be able to cooperate and collaborate with co-workers. Must be cordial in all interactions with members and co-workers. Must adhere to the work schedule and attendance policy established by manager. Regional travel required. Must possess vehicle and valid driver's license. Job Environment This is a remote work position. May be required to report in-person to the office at the request of management and to travel occasionally for trainings. Office setting with physical proximity to other employees. Some background noise from other employees, copy machine, and telephone. Some aspects of job will be performed at off-site premises. Physical Demands Must be able to comprehend and carry out verbal and written instructions. Sits 50%, walk 25%, and stands 25% of the time. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone key pad and lift telephone receiver. Must be able to comprehend phone calls. Must be able to communicate clearly in answering members questions. Must listen well to ascertain the services needed by each member. Climbing stairs may be necessary in branches that are housed on more than one floor. Visual acuity is required to complete necessary documentation. Must be able to lift 5 pounds. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

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.

About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website

Job Description About the Opportunity: We're hiring motivated, coachable individuals who want to build a flexible career in the life-insurance industry. Whether you're licensed or brand-new, we'll provide all the mentorship, tools, and training you need to succeed. What You'll Do: Work remotely anywhere in the U.S. Speak with clients who requested life-insurance info (no cold calls) Offer coverage from top-rated carriers Help families protect what matters most Opportunity to grow into leadership or agency ownership What We Offer: Virtual training and mentorship program Licensing assistance for new applicants Flexible schedule (part-time or full-time) Daily pay direct from carriers (commission only) Performance bonuses and incentives Warm leads and team support Compensation (Commission Only): PT $1,500 - $3,000 / mo FT $3,000 - $7,000 + / mo We're Looking For: Driven and dependable people who are willing to learn Strong communicators Independent yet coachable Willing to obtain a state license (we help with this) Requirements: U.S. resident, 18 + Must pass background check Computer, phone, and internet required ⚠️ 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 start a career that offers freedom and purpose. 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

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,

Are you looking for a rewarding and flexible career? HIAS has join the team with PFS to hire new Remote Financial Service Specialist! As a Remote Financial Service Specialist, you will have the opportunity to make a positive impact on people's lives from the comfort of your own home. NO PREVIOUS EXPERIENCE NECESSARY. We provide a training program that gets you paid while learning, to the right candidate who is motivated and eager to learn. This position is perfect for stay-at-home career seekers. As a Remote Financial Service Specialist, you will: Build relationships with clients and provide them with financial education and guidance. Identify their needs and recommend appropriate solutions. Assist clients in obtaining the necessary financial products and services. Manage and grow your client base. We are looking for candidates with: Excellent customer service skills An entrepreneurial mindset Strong leadership and decision-making skills The ability to develop, manage, and drive growth. Access to internet or Wi-Fi connection If you are 18 or older and pass a background check, we want to hear from you! Self-discipline, self-accountability, trustworthiness, and honesty are essential qualities we are seeking in our team members. PFS provides: Training to help you succeed Coverage for all required pre-licensing courses and state licenses Part-time or full-time flexibility No quotas or caps on commissions Stock opportunities Residual income opportunities Join us in the journey of financial empowerment! Requirements: 18 years of age or older (This is a FEDERAL requirement) Pass a background check (No felonies) Self-discipline and self-accountability Trustworthiness and honesty

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Health insurance Paid time off Training & development As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Products include but not limited to Life Insurance, Annuities, Mutual Funds, and Supplement Health products. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 1+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 6 and 63 licenses preferred Flexible work from home options available.

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:

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.

Fairview is looking for a Patient Financial Services Representative III to join our team. This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication. Position Details * 1.0 FTE (80 hours per pay period) * day shift * no weekends * fully remote Responsibilities * Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate. * Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization. * Performs the best practice routine per department guidelines. * Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback. * Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible. * Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients. * Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts. * Responsible for processing external correspondence in a timely and efficient manner. * Ensures internal correspondence is clearly and professionally communicated and processed expeditiously. * Responsible for verification of insurance and/or patient demographics * Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts. * Educates patients and/or guarantors of patient liability when appropriate. * Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work * Understands and Adheres to Revenue Cycle's Escalation Policy * Demonstrates proficiency through daily work * Responsible for processing accounts through multiple workflows * Responsible for working accounts requiring more attention to detail * Advanced knowledge of team procedures, standards, and policies, and applies this knowledge through daily work. * Makes appropriate contacts with payers and other necessary parties to obtain and/or provide data or information needed to facilitate timely and accurate account resolution to expedite outcomes. * Utilizes strong understanding of multiple systems/applications to ensure collection of expected payment. * Utilizes knowledge of internal and external departmental functions and workflows to expedite and resolve when necessary. Required Qualifications * 1 year in a medical billing office setting or relevant experience * Organizational skills * Communication skills * Attention to detail Preferred Qualifications * 2 years of medical billing office setting experience * MS Office experience * Insurance / follow up experience * Coordination of benefits experience * Epic, Brightree, Billing Bridge, or comparable software account experience * Experience working with medical terminology * Experience working with CPT-4 and ICD-10 * Knowledge of FV account review experience * Knowledge of FV system applications * Knowledge of FV RCM workflows 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

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****

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.

About Us The Munger Agency is a fast -growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote -first, growth -driven, and dedicated to mentorship and professional development. Job Summary We are looking for self -motivated, coachable individuals who are ready to launch a long -term career in financial services. In this role, you'll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required-we provide complete training and support to help you succeed from day one. Key Responsibilities Communicate with prospective clients who have requested information Understand individual needs and provide tailored recommendations Manage your schedule, client follow -ups, and personal goals independently Work within a team -focused environment that values learning and collaboration Participate in regular training and mentorship to improve performance What We Offer Work -from -home flexibility with full -time or part -time options Complete training and hands -on mentorship A supportive and growth -oriented team culture Clear path to advancement and leadership opportunities Requirements What You Need Strong communication skills and a desire to help others Self -discipline and a high level of personal responsibility Willingness to learn and adapt in a fast -paced environment Comfortable working independently and remotely Must be 18 or older and authorized to work in the U.S.

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.

Join Our Team as a Financial Services Specialist! At Apprisen, we're revolutionizing financial well-being every day! We provide cutting-edge financial education and guidance to help our clients achieve personal money management success in a dynamic, fast-paced environment. Since our inception in 1955, we have helped over a million families and individuals. Our mission is clear: “Helping people improve their financial well-being through counseling, community outreach, and financial education." Why You'll Love Working with Us • Industry Leader: Join a team celebrated by Fortune, Investopedia, and Forbes for excellence in credit counseling services. • 100% Remote & Flexible: Make a meaningful impact from the comfort of your home! • Innovative Work: Leverage the latest technology to help clients achieve financial stability and success. • Certification Opportunities: Achieve your Certified Consumer Credit Counselor Certification and enhance your expertise. • Skill Development: Access continuous learning opportunities to expand your knowledge and skills in financial counseling and education. • Gratifying Impact: Experience the heartfelt gratitude from clients whose lives you've helped transform. • Voice and Influence: Be a valued voice within the organization, contributing to continuous improvements and innovations. • Awesome Benefits 401k Generous Paid Time Off plan Medical, dental, and vision insurance Life insurance Short and long-term disability Flexible Spending Public Student Loan Forgiveness Eligible Employer What You'll Do Connect with Clients: Engage with clients in person, by phone, and online, building meaningful relationships and trust. Analyze and Advise: Dive deep into clients' financial information to develop personalized action plans that truly make a difference. Present Solutions: Offer tailored financial options and solutions, empowering clients to take control of their financial futures. Community Engagement: Represent Apprisen in local communities, providing invaluable financial education to groups and making a lasting impact. What We're Looking For Passion for Helping Others: A genuine desire to make a positive impact in people's lives. Language Skills: Bilingual proficiency is a plus, but not required. Flexibility: Ability to adjust to varying schedules and work hours. Required Skills Tech-Savvy: Strong computer skills and the ability to quickly adapt to new technologies. Educational Background: Bachelor's degree or equivalent work experience and education. Innovative Thinker: An innovative mindset to develop new solutions to complex challenges. Communication Skills: Excellent listening, verbal, and written communication skills to effectively connect with clients. Self-Motivated Learner: Strong self-learning skills to acquire new competencies independently. Organizational Skills: Excellent time management and organizational skills to handle multiple tasks efficiently. Ready to Make a Difference? Join us and be part of a transformative journey! At Apprisen, you'll be at the forefront of improving financial well-being through counseling, community outreach, and financial education. Apply now and start making a real difference in people's lives today! Note: Satisfactory credit, background, and drug pre-employment screens required. Apprisen is an equal opportunity employer.

Job DescriptionThis is a flexible, performance-based role designed for motivated individuals. You'll work remotely, follow a clear client process, and receive structured training and mentorship. Income potential is uncapped. What We Provide Training & mentorship (no experience required) Access to reputable insurance carriers Optional third-party benefits and incentive opportunities Remote work with flexible scheduling Trips, bonuses, and optional benefits are performance-based and not guaranteed. Requirements Life Insurance License (or willing to obtain - state timelines vary) Authorized to work in the U.S. Must pass a background check Self-motivated and comfortable working independently Prior sales, service, or leadership experience is helpful but not required Compensation Commission paid directly by partnered carriers Earnings are based on individual sales performance Opportunities for higher commission tiers and bonuses based on results How to Apply If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.

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