Financial Advisor: Annuities, Insurance

4 days ago


Temple, Texas, United States United Placement Group Full time
Are you tired of wasting precious time on tiresome prospecting and paperwork? These tasks can be a major drain on your energy and take you away from what you do best - growing your business. Well, we have great news for you - introducing Alliance America's revolutionary business model

Our highly-unique and proven system is specially designed to relieve you from the burden of prospecting. Sit back and relax as we consistently place you in front of qualified prospects, week after week. And that's not all We also take care of your scheduling, ensuring a steady flow of appointments with qualified prospects.

But wait, there's more Along with handling your prospecting and scheduling needs, we go above and beyond by managing all your paperwork behind the scenes. Yes, you heard it right We'll chase your paperwork for you, ensuring that policies are issued in a timely manner, without you having to lift a finger.

With our comprehensive approach, you can:
  • Focus solely on meeting with qualified prospects and closing deals.
  • Save valuable time and resources by eliminating the need for prospecting and paperwork management.
  • Enjoy peace of mind knowing that all administrative tasks are taken care of efficiently and professionally.
Say goodbye to the stress and frustration of juggling prospecting, scheduling, and paperwork. Let us handle the heavy lifting so you can concentrate on what truly matters - growing your business.

Ready to experience the benefits of our proven business model firsthand? APPLY NOW

Requirements

To be considered for this exciting opportunity, you must:
  • Hold an active Health and Life insurance license.
  • Have a Active Series 65 Active Series 7 & 66 or ChFC designation.
  • Clean U4 record (if currently registered).
  • Must live in the State you are applying for
  • Enjoy Face to Face meeting with the Clients in their home.
  • Proven sales ability with a track record of successful sales using a needs-based approach.
  • Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
  • Travel (within your home state) and willingness to meet with qualified clients.
Benefits

As a Senior Market Financial Planner with us, you will enjoy the following benefits:
  • 6-Figure Earning Potential thanks to our generous commission structure and a steady stream of qualified clients.
  • Dedicated Appointment Setter who will schedule 8-12 appointments per week, ensuring you have ample opportunities to meet with potential clients.
  • Dedicated Case Manager who will work with you to design the perfect financial plan for your clients and handle all the necessary paperwork, allowing you to focus on what you do best - providing expert financial advice.
  • Ability to manage your own schedule to create personalized financial solutions for your clients while maintaining your work/life balance.
  • Access to a wide range of high-quality providers and financial products that cater to the unique needs of our existing client base throughout their retirement years.


  • Temple, Texas, United States United Placement Group Full time

    Job Description Job Description Are you tired of wasting precious time on tiresome prospecting and paperwork? These tasks can be a major drain on your energy and take you away from what you do best - growing your business. Well, we have great news for you - introducing Alliance America's revolutionary business modelOur highly-unique and proven system is...

  • Financial Advisor

    4 weeks ago


    Temple, Texas, United States PNC Bank Corp. Full time

    Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifyin Financial, Investment, Advisor, Client Relations, Sales Associate, Customer Experience, Banking

  • Financial Advisor

    3 weeks ago


    Temple, Texas, United States PNC Financial Services Group Full time

    Job Description: Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity...

  • Financial Advisor

    5 days ago


    Temple, Texas, United States PNC Financial Services Group Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Financial Advisor III

    3 weeks ago


    Temple, Texas, United States Baylor Scott & White Health Full time

    **JOB SUMMARY**+ Prepares financial statements. Performs monthly balance sheet, income statement and changes in financial position/budget variance analyses. Consults and advises senior management on financial and operational issues impacting the strategic financial plans of the organization, working autonomously.+ This particular financial advisor will work...


  • Temple, Texas, United States PNC Financial Services Group Full time

    About UsPNC Financial Services Group is a leading financial services company that operates with integrity and a commitment to excellence. We are dedicated to delivering the best experience for our customers and fostering an inclusive workplace culture.Job SummaryWe are seeking a talented Financial Solutions Expert to join our team. The ideal candidate will...


  • Temple, Texas, United States PNC Financial Services Group Full time

    About Our CompanyPNC Financial Services Group is a leading financial services company that operates with integrity and a commitment to excellence. We are dedicated to delivering the best experience for our customers and fostering an inclusive workplace culture.Job DescriptionWe are seeking a highly motivated and experienced Wealth Management Professional to...

  • Service Advisor

    5 days ago


    Temple, Texas, United States Sonic Powersports Full time

    Job Description Horny Toad Harley-Davidson in Temple, Texas is hiring a Service Advisor to join our great team.  The Service Advisor is responsible for scheduling service work in the service department and for selling additional needed services to customers. What You'll Do: Schedule service appointments and obtain customer and vehicle data prior...


  • Temple, Texas, United States PNC Financial Services Group Full time

    About PNCPNC is a leading financial services company that prides itself on its reputation and commitment to excellence. As an Investment Advisor at PNC Investments, you will have the opportunity to work in a dynamic environment that fosters innovation and growth.Job ResponsibilitiesWe are seeking a highly motivated and experienced Investment and Insurance...


  • Temple, Texas, United States Baylor Scott & White Health Full time

    Baylor Scott & White Health is seeking a compassionate and detail-oriented Patient Financial Advocate to join our team. In this role, you will be responsible for advocating on behalf of patients to ensure they receive the necessary support and resources to access quality healthcare.About the Role:Advocate on behalf of patients to ensure timely and accurate...


  • Temple, Texas, United States Baylor Scott & White Health Full time

    Baylor Scott & White Health seeks a skilled Financial Clearance Specialist to facilitate financial clearance functions, ensuring seamless patient care and effective utilization of healthcare resources.About the Role:Verify insurance eligibility and benefitsEnsure authorizations for medical treatmentsProvide accurate price estimates to patientsThis role...

  • Financial Counselor

    5 days ago


    Temple, Texas, United States Baylor Scott White Health Full time

    JOB DESCRIPTION JOB SUMMARY The Financial Counselor is responsible for performing financial clearance functions, including but not limited to, verifying insurance eligibility and benefits, ensuring authorizations and providing price estimates. This position facilitates resolution in disputed billing issues which require intense interaction with patients....


  • Temple, Texas, United States Baylor Scott & White Health Full time

    Baylor Scott & White Health is seeking a skilled Financial Counselor to perform critical financial clearance functions. This role is responsible for verifying insurance eligibility and benefits, ensuring authorizations, and providing price estimates to patients.Key ResponsibilitiesVerify patient insurance eligibility and benefitsEvaluate financial clearance...


  • Temple, Texas, United States Baylor Scott & White Health Full time

    The ideal candidate will have experience in patient financial services, including insurance verification and billing coordination. A strong understanding of healthcare finance and regulatory compliance is essential for success in this role.RequirementsBachelor's degree in Business Administration, Finance, or related fieldMinimum 1-2 years of experience in...


  • Temple, Texas, United States Baylor Scott & White Health Full time

    The Financial Counselor is responsible for performing financial clearance functions, including but not limited to, verifying insurance eligibility and benefits, ensuring authorizations and providing price estimates. This position facilitates resoluti Financial, Counselor, Behavioral Health, Service, Banking, Healthcare, Patient

  • Financial Analyst

    6 days ago


    Temple, Texas, United States Temple College Full time

    Job Summary:Temple College seeks a highly skilled and detail-oriented Staff Accountant to join our team. As a key member of our Accounting Services department, you will be responsible for maintaining accurate financial records, preparing reports, and ensuring compliance with relevant regulations.About the Role:This position requires a strong understanding of...


  • Temple, Texas, United States Baylor Scott & White Health Full time

    JOB SUMMARY The Financial Counselor is responsible for performing financial clearance functions, including but not limited to, verifying insurance eligibility and benefits, ensuring authorizations and providing price estimates. This position facilitates resolution in disputed billing issues which require intense interaction with patients. This position also...


  • Temple, Texas, United States Baylor Scott & White Health Full time

    JOB SUMMARYThe Financial Counselor is responsible for performing financial clearance functions, including but not limited to, verifying insurance eligibility and benefits, ensuring authorizations and providing price estimates. This position facilitates resolution in disputed billing issues which require intense interaction with patients. This position also...


  • Temple, Texas, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team .At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along...


  • Temple, Texas, United States UHS Full time

    Responsibilities One of the nation's largest and most respected providers of hospital and healthcare services, Universal Health Services, Inc. (UHS) has built an impressive record of achievement and performance. Growing steadily since its inception into an esteemed Fortune 500 corporation, annual revenues were $14.3 billion in 2023. During the year, UHS was...