We have other current jobs related to this field that you can find below
-
Experienced Financial Advisor
7 days ago
Kennedy Space Center, United States New York Life Full timeDescription New York Life is seeking skilled Financial Advisors in Orlando, FL.As a Financial Advisor with New York Life, you will have the opportunity to offer clients the guidance and assistance necessary to achieve their financial objectives while also building a successful future for yourself. Our Advisors are well-prepared to recommend the most suitable...
-
Experienced Financial Advisor
1 month ago
Kennedy Space Center, United States New York Life Full timeDescription New York Life is looking for talented Advisors. Working as an Advisor for New York Life allows you to provide clients with the advice and support they need to pursue their financial goals while carving out a prosperous future for yourself. Our Agents are well-equipped to suggest the product best suited for each client's specific needs, through...
-
Patient Financial Advisor
6 days ago
Kennedy Space Center, United States Orlando Health Full timePosition OverviewThe Patient Financial Advisor plays a crucial role in assisting individuals and their families by providing comprehensive support regarding financial matters related to healthcare services.Key Responsibilities- Guide patients through the complexities of payment processes, ensuring clarity and comfort throughout.- Offer insights into...
-
Lead Financial Advisor
6 days ago
Kennedy Space Center, United States Orlando Health Full timeAbout Orlando HealthAt Orlando Health, we pride ourselves on being a collective of unique individuals, united in our mission to provide assistance, healing, and hope to those in need.With a rich history spanning over a century, we have evolved into a comprehensive healthcare system comprising 3,900 beds, dedicated to delivering exceptional services.Role...
-
Financial Advisor for Cosmetic Services
5 days ago
Kennedy Space Center, United States AdventHealth Full timePosition OverviewThe Financial Advisor for Cosmetic Services plays a crucial role in ensuring the financial health of patients within the cosmetic sector. This position involves effective communication with various insurance providers and other financial stakeholders to maintain accurate and up-to-date accounts.Key ResponsibilitiesEngage with patients to...
-
Financial Advisor for Cosmetic Services
5 days ago
Kennedy Space Center, United States AdventHealth Full timePosition OverviewThe role of a Financial Advisor for Cosmetic Services involves effective communication with various stakeholders, including insurance providers and patients, to ensure that financial accounts are accurate and up-to-date.Key ResponsibilitiesEngage with insurance companies and other payers to maintain current and complete accounts.Facilitate...
-
Financial Advisor for Cosmetic Services
5 days ago
Kennedy Space Center, United States AdventHealth Full timePosition OverviewThe role of a Financial Advisor for Cosmetic Services involves essential communication with various insurance providers and other financial entities to ensure that patient accounts are accurate and up-to-date.Key ResponsibilitiesEngage with insurance companies and other payers to maintain current and complete accounts.Facilitate financial...
-
Financial Aid Advisor
3 months ago
Kennedy Space Center, United States Florida Institute Of Recording Sound & Technology Full timeEOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Open Date 6/20/2024 Full-Time/Part-Time Full-Time Exempt/Non-Exempt...
-
Sr. Financial Aid Advisor
3 weeks ago
Kennedy Space Center, United States Florida Institute Of Recording Sound & Technology Full timeEOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Open Date 8/9/2024 Full-Time/Part-Time Full-Time Exempt/Non-Exempt...
-
Personal Financial Planner
2 months ago
Kennedy Space Center, United States New York Life Full timeDescription Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a...
-
New Student Financial Aid Advisor
2 weeks ago
Kennedy Space Center, United States Rocky Mountain College of Art + Design Full timeNew Student Financial Aid Advisor (Hybrid) Location: Winter Park, FL Target Salary $21.63- $22.60 an hour Target Fill Date: September 2, 2024 Rocky Mountain College of Art +Design is looking for a New Student Financial Aid Advisor. The ideal candidate will be responsible for processing an assigned caseload on all aspects of financial aid programs including...
-
New Student Financial Aid Advisor
7 days ago
Kennedy Space Center, United States Rocky Mountain College of Art + Design Full timeNew Student Financial Aid Advisor (Hybrid) Location: Winter Park, FL Target Salary $21.63- $22.60 an hour Target Fill Date: September 2, 2024 Rocky Mountain College of Art +Design is looking for a New Student Financial Aid Advisor. The ideal candidate will be responsible for processing an assigned caseload on all aspects of financial aid programs including...
-
Financial Advisor
5 days ago
Kennedy Space Center, United States Orlando Health Full timePosition OverviewThe Financial Counselor plays a crucial role in the financial operations of Orlando Health Dr. P. Phillips Hospital, a well-established acute care facility dedicated to serving the community.Key ResponsibilitiesAssist patients with financial inquiries and concerns, ensuring clarity and understanding of their financial obligations.Provide...
-
Financial Planner
2 months ago
Kennedy Space Center, United States New York Life -Orlando Full timeDescription Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing long-term relationships and an interest...
-
Financial Advisor
1 day ago
Kennedy Space Center, United States Orlando Health Full timeWelcome to Orlando Health Orlando Regional Medical Center (ORMC)Become a part of our esteemed team at the leading hospital of Orlando Health. With a legacy of over a century serving the Central Florida community, Orlando Health ORMC is committed to delivering outstanding healthcare services.Key Responsibilities:Collaborate with a team of dedicated...
-
Mobile Member Service Advisor
6 days ago
Kennedy Space Center, United States Fairwinds Full timeMobile Member Service Advisor - Metro Orlando AreaJob Category: Retail Banking Requisition Number: MSR1F001525Job OverviewWelcome to FAIRWINDS Credit Union, an organization founded on the principle of community support and empowerment since 1949. Our mission is to assist our members in achieving financial independence while fostering the growth of our team...
-
Insurance and Investment Advisor
13 hours ago
Kennedy Space Center, United States New York Life Full timeAbout the Role:Our goal is to deliver financial stability and reassurance through our comprehensive insurance, annuity, and investment offerings. We prioritize integrity and compassion in every interaction with our clients, partners, and colleagues. With a foundation of confidence and humility, we are dedicated to long-term stewardship.Our Commitment:We are...
-
Senior Wealth Management Advisor
6 days ago
Kennedy Space Center, United States U.S. Bank Full timePosition OverviewJoin a prestigious financial organization, U.S. Bank, where we prioritize the success of our clients and communities. Become a vital member of our Private Wealth Management division and thrive in a stimulating atmosphere that encourages professional growth and achievement.Key Responsibilities:Establish and nurture relationships with High and...
-
Elite Private Client Advisor
6 days ago
Kennedy Space Center, United States U.S. Bank Full timePosition OverviewJoin a prestigious financial organization, U.S. Bank, where we prioritize the success of our clients and communities. Become a vital member of our Private Wealth Management division and thrive in a stimulating atmosphere that encourages professional growth and achievement.Key Responsibilities:Establish and nurture relationships with High and...
-
Financial Advisor
3 months ago
Dorchester Center, United States The Ladders Full timeWe're passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what...
![New York Life](https://media.trabajo.org/img/noimg.jpg)
Experienced Financial Advisor
2 months ago
New York Life is looking for talented Advisors.
Working as an Advisor for New York Life allows you to provide clients with the advice and support they need to pursue their financial goals while carving out a prosperous future for yourself. Our Agents are well-equipped to suggest the product best suited for each client's specific needs, through our multitude of financial options. We trust in our products and, most importantly, in our Advisors to make the right choices for the people they assist.
At New York Life, our clients come first, and we have constructed a comprehensive education and training program that can be tailored to your lifestyle. Plus, when you join us, you'll be part of one of the top companies in our field.
Responsibilities
•Provide exceptional customer service by onboarding new clients and ensuring retention through various tasks like scheduling appointments and addressing inquiries related to billing, coverage, eligibility, and insurance policies
•Manage and process insurance claims for current policyholders while keeping track of the status of existing claims
•Maintain accurate databases, records, and bookkeeping to ensure all documentation is current and up to date
•Conduct consultations to assess new clients' financial needs, risk assessments, prior coverage, and financial backgrounds to enhance their overall client experience
•Participate in a flexible training and development program to support your schedule, making a significant difference in this role
Qualifications
The Qualities that we look for in Our Advisors here at New York Life:
•Sales experience preferred - an enterprising mindset
•Life, Health, Variable Annuity License 2-15
•Series 6 or 7 Preferred
•Strong communication skills
•Desire to help others
•Strong business acumen
•Perseverance in the face of a challenge
•Ability to engage your community and leverage personal networks/contacts
•In conjunction with in-office training, we've created a comprehensive and user-friendly learning experience within New York Life's online portal system that is accessible anytime, anywhere, and from any device