Legacy Planning Specialist

3 weeks ago


Covington, Kentucky, United States The LeBlanc Group Full time
Job Opportunity

We are seeking a highly motivated and results-driven individual to join our team as a Legacy Planning Consultant. As a key member of our team, you will be responsible for working with clients to understand their financial goals and develop personalized plans to achieve them.

Key Responsibilities
  • Work with clients to understand their financial goals and develop personalized plans to achieve them
  • Develop and implement strategies to help clients achieve their financial objectives
  • Provide exceptional customer service and build strong relationships with clients
  • Stay up-to-date with industry trends and developments to ensure the highest level of expertise
Requirements
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • High level of organization and time management skills
  • Strong analytical and problem-solving skills
What We Offer
  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

We are an equal opportunities employer and welcome applications from all qualified candidates. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

Please note that this is a remote position and you will be required to work from home.



  • Covington, Kentucky, United States The LeBlanc Group Full time

    Job OpportunityWe're seeking a motivated and ambitious individual to join our team as a Legacy Planning Consultant. As a key member of our organization, you will play a crucial role in helping our clients achieve their financial goals and secure their legacy.About the RoleAs a Legacy Planning Consultant, you will be responsible for working with warm leads,...


  • Covington, Kentucky, United States The LeBlanc Group Full time

    Job OpportunityWe're seeking a motivated and results-driven individual to join our team as a Legacy Planning Consultant. As a key member of our organization, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Work with warm leads to identify and pursue new business opportunitiesDevelop and maintain strong...


  • Covington, Kentucky, United States The LeBlanc Group Full time

    Job DescriptionThe LeBlanc Group is a leading provider of life insurance solutions, specializing in Term Life, Whole Life, Mortgage Protection, Annuities, and Index Universal Life. We are seeking a highly motivated and goal-oriented individual to join our team as a Family Legacy Insurance Sales Specialist.Key Responsibilities:Develop and maintain...


  • Covington, Kentucky, United States Golden Reserve LLC Full time

    About Golden Reserve LLCGolden Reserve LLC is a pioneering financial services company that's changing the game for retirees and financial planners alike. We're not just another firm looking to make a quick buck - we're a team of innovators who are passionate about delivering exceptional results for our clients.Job SummaryWe're seeking a highly skilled and...


  • Covington, Kentucky, United States Golden Reserve LLC Full time

    Join Our Team of Financial ExpertsAt Golden Reserve LLC, we're on a mission to revolutionize the financial industry for retirees and our Retirement Planners. We're not just looking for anyone - we're seeking experienced professionals who share our vision and are passionate about delivering exceptional customer service.Our Unique ApproachWe've developed a...


  • Covington, Kentucky, United States Health Point Family Care Full time

    Job DetailsJob LocationHealthPoint Family Care - Covington, KYPosition TypeFull TimeEducation LevelNoneTravel PercentageLocal OnlyJob ShiftAnyJob CategoryNonprofit - Social ServicesDescriptionHealthPoint is seeking a Peer Support Specialist to join their team. The core role is to provide support and guidance to individuals with substance use disorders,...


  • Covington, Kentucky, United States CHNK Behavioral Health Full time

    Job SummaryCHNK Behavioral Health is seeking a highly skilled and compassionate Residential Treatment Specialist to join our team. As a Residential Treatment Specialist, you will play a vital role in providing direct care and supervision to children in residence who are suffering from childhood trauma and behavioral health issues.Key ResponsibilitiesProvide...


  • Covington, Kentucky, United States PHP Full time

    Job Title: Travel Nurse RN PCU SpecialistJob Description:We are seeking a skilled Travel Nurse RN PCU Specialist to join our team at PHP. As a Travel Nurse RN PCU Specialist, you will be responsible for providing high-quality patient care in a Progressive Care Unit setting.Responsibilities:Provide direct patient care to patients in a Progressive Care Unit...


  • Covington, Kentucky, United States Hire Velocity Full time

    Job Title: Residential Authorization and Insurance SpecialistAt Hire Velocity, we are seeking a highly skilled Residential Authorization and Insurance Specialist to join our team. As a key member of our team, you will be responsible for ensuring seamless authorization and insurance processes for our residential services programs.Key Responsibilities:Verify...


  • Covington, Kentucky, United States Atlantaautismcenter Full time

    Behavioral Support SpecialistWe are seeking a highly skilled Behavioral Support Specialist to join our team at Atlanta Autism Center. As a Behavioral Support Specialist, you will play a critical role in providing high-quality ABA services to children with autism spectrum disorders.Key Responsibilities:Assess children using various assessment tools, including...


  • Covington, Kentucky, United States ThinkTank Full time

    Direct Market ManagerThinkTank Telecom, LLC is seeking a results-driven Direct Market Manager to spearhead our expansion efforts in Kentucky - Covington. As a key member of our team, you will be responsible for driving sales growth, managing inventory, and leading a team of enrollment specialists to deliver exceptional customer experiences.Key...

  • Assessment Therapist

    4 weeks ago


    Covington, Kentucky, United States CHNK Behavioral Health Full time

    Job Title: Assessment SpecialistCHNK Behavioral Health is seeking a highly skilled Assessment Specialist to join our team. As an Assessment Specialist, you will play a critical role in facilitating scheduled biopsychosocial assessments to determine need and make appropriate referrals.Key Responsibilities:Conduct comprehensive assessments that meet medical...

  • Direct Market Manager

    4 weeks ago


    Covington, Kentucky, United States ThinkTank Full time

    Direct Market Manager OpportunityThinkTank Telecom, LLC is seeking a results-driven Direct Market Manager to spearhead our expansion efforts in Kentucky - Covington. As a key member of our team, you will be responsible for driving sales growth, managing inventory, and leading a team of enrollment specialists. Your entrepreneurial spirit and passion for...

  • Benefits Coordinator

    3 weeks ago


    Covington, Kentucky, United States LHH Recruitment Solutions Full time

    Job Title: Benefits and Onboarding SpecialistLocation: Covington, KYCompany: LHH Recruitment Solutions (on behalf of our client)Salary: $22.00 to $26.00 per hourJob Type: Full-Time, Contract-to-HireJob Summary:LHH Recruitment Solutions is seeking a highly organized and detail-oriented Benefits and Onboarding Specialist for our client in Covington, KY. This...


  • Covington, Kentucky, United States HealthPoint Family Care Inc Full time

    Compensation and BenefitsWe offer a competitive salary range of $98k with bonus potential to earn more.Our team enjoys nine paid federal holidays, a paid birthday off, and generous Paid Time Off.We provide a wide array of benefit plans, including health, dental, vision, flexible spending accounts, a Safe Harbor 401K Plan, long term disability, and...


  • Covington, Kentucky, United States Aerotek Full time

    Job SummaryAs a skilled Maintenance Technician with Aerotek, you will be responsible for performing electrical repairs on 480v, 220v, and 110v AC/DC systems, troubleshooting and repairing VFDs, and assisting the operations department with equipment and production issues. You will also be responsible for mechanical troubleshooting, using power tools and hand...


  • Covington, Kentucky, United States Aerotek Full time

    Job OpportunityAerotek is seeking a highly skilled Maintenance Technician to join our team.Key Responsibilities:Perform electrical repairs on 480v, 220v, 110v AC/DC systemsTroubleshoot and repair VFDAssist operations department with equipment and production issuesMechanical troubleshootingUse of power tools and hand tools to fix any issuesMaintenance/Repair...


  • Covington, Kentucky, United States CHNK Behavioral Health Full time

    Job SummaryCHNK Behavioral Health is seeking a highly skilled Assessment and Treatment Specialist to join our team. As a key member of our clinical staff, you will be responsible for conducting comprehensive assessments, developing individual treatment plans, and providing evidence-based therapies to our clients.Key ResponsibilitiesConduct Comprehensive...


  • Covington, Kentucky, United States Health Point Family Care Full time

    Job DetailsJob LocationHealthPoint Family Care Covington - Covington, KYSalary Range$55.00 HourlyDescriptionNew hourly rate of up to $55$7,000 Sign on BonusNine paid federal holidaysBirthday off paidGenerous Paid Time OffComprehensive benefits package including health, dental, vision, flexible spending accounts, Safe Harbor 401K Plan, long term disability...


  • Covington, Kentucky, United States DaVita Inc. Full time

    About the RoleWe are seeking a skilled Licensed Practical Nurse to join our team at DaVita Inc. as a Dialysis Care Specialist. In this role, you will have the opportunity to make a meaningful difference in the lives of our patients and their families.Key ResponsibilitiesProvide high-quality patient care in an outpatient dialysis settingCollaborate with...