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The Wealth Management Associate is responsible for business development and service delivery for an assigned region and/or clients as well as providing support for similar efforts of assigned client-facing representative(s) of Burke & Herbert Wealth Management Services.
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Supporting the NMCI contract (or equivalent) including documenting and tracking seat order and delivery status, promulgating changes and information to users, validating services are delivered, customer support, financial reporting to divisional management, account creation, and oversight of the Move/Add/Change (MAC) process.
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Verifying Insurance/Authorization and Process Improvement Work with insurance companies to verify insurance eligibility and coverage for anticipated services using EVS, ENVOY , Mamsi-online, UHC and calling insurance; obtain authorization and benefit information from insurance companies as appropriate; document authorization and information in Account Notes and fields.
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Call Center Sales Advisor position is also relevant to job seekers with various work experiences such as: Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter Tele Teacher Server Wait Bar Support Customer Service Real Estate and Auto Sales Retail Educators Graduates Agent Financial Services Assistant Leasing Accountant Coordinator Representative Transitioning Military Personnel Business Graduates.
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Work closely with the Contracting Officer Representative (COR) to ensure maximum recruitment of Contractor's employee positions, consistent hiring practices, and comprehensive orientation, with experience and a background in financial management.
$125,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy, and estate planning.
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Work with insurance companies to verify insurance eligibility and coverage for anticipated services using EVS, ENVOY , Mamsi-online, UHC and calling insurance; obtain authorization and benefit information from insurance companies as appropriate; document authorization and information in Account Notes and fields.
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10 or more years of talent acquisition experience with recent experience within the financial services space. Your expertise in recruitment, coupled with financial services insight, will be instrumental in identifying, attracting, and onboarding top talent.
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If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand.
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Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Position State Farm Agent Team Member. Knowledge of financial services products.
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Financial benefits include Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance.
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Bank-Fund Staff Federal Credit Union (BFSFCU) is a full-service financial cooperative that was organized and chartered in 1947 as a convenient place for employees of the World Bank Group and International Monetary Fund and their families to save and to obtain credit.
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Salary plus commission/bonusHealth benefitsPaid time off (vacation and personal/sick days)Flexible hoursGrowth potential/Opportunity for advancement within my agencyHiring Bonus up to $Requirements:Interest in marketing products and services based on customer needsExcellent communication skills - written, verbal and listeningPeople-orientedDetail orientedProactive in problem solvingAble to learn computer functionsAbility to work in a team environment.
$60,000 - $90,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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ResponsibilitiesDevelop leads, schedule appointments, identify customer needs, and market appropriate products and services. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential.
$80,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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State Farm agents market only State Farm insurance and financial service products. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
$44,000 - $64,000 a yearFull-timeExpandApply NowActive JobUpdated Today
financial services representative jobs in Washington, DC
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