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Director Premium Billing and Member Enrollment (Director II) CalOptima Join Us - Where Your Talent Meets Opportunity. We're Better Together The Team You'll Join We are a mission driven community-based organization that serves member health with excellence and dignity, respecting the value and needs of each person. If you are ready to advance your career while making a difference, we encourage you to review and apply today and help us build healthier communities for all. More About the Opportunity We are hoping you will join us as a Director Premium Billing and Member Enrollment (Director II) and help shape the future of healthcare where you'll be an integral part of our Operations Management team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. CalOptima Health is looking for a strategic thinker with a proven track record of leading a high-performing team to establish and manage the Enrollment and Billing function related to Health Insurance Exchange/Marketplace/Covered California product operations. As the Director, you'll serve in a leadership role to define and scale up their own team, roadmap, implement, and manage operationalization of this capability at CalOptima Health, and drive closing the people, process, and technological gaps between current state and future state operations to support enrollment and billing capabilities for the Covered California line of business. This role will be critical in standing up and continuing to successfully execute seamless enrollment, accurate billing, and regulatory compliance for the product line expansion. Together, we are building a stronger, more equitable health system. Your Contributions To the Team: 
<ul>
<li>45% - Leadership Functions
<ul>
<li>Cultivates and promotes a mission-driven culture of high-quality performance, with a member focus on customer service, consistency, dignity and accountability.</li>
<li>Directs and assists the team in carrying out department responsibilities and collaborates with the leadership team and staff to support short- and long-term goals/priorities for the department.</li>
<li>Directs, hires and trains department managers and staff.</li>
<li>Reviews and develops the performance of department staff and sets monthly or quarterly goals.</li>
<li>Serves as the key point of contact and advisor for executive leadership when making strategic decisions impacting the operations of the Enrollment and Billing function at CalOptima Health.</li>
<li>Develops and executes the 12-18-month roadmap to operationalize Enrollment and Billing capabilities for Covered California line of business - integrating with existing Medi-Cal workflows (where applicable), defining new operational processes, and configuring existing and/or new systems to support Covered California line of business.</li>
<li>Builds out and leads Enrollment and Billing function at CalOptima Health (i.e., recruiting, coaching, and retaining team, setting up governance structure, collaborating cross-functionally with other CalOptima Health functions to identify teams' dependencies, etc.).</li>
<li>Oversees the timely and accurate completion of Covered California enrollment capabilities inclusive of ingestion and processing of 834 enrollment files, plan changes, cancellations, and grace-period management per Covered California rules. </li>
</ul>
</li>
<li>50% - Program Oversight
<ul>
<li>Implements and oversees end-to-end premium billing capability -including invoice generation, member payments, financial reconciliation (including subsidies) and refunds-ensuring regulatory compliance.</li>
<li>Reconciles membership and premium data with Covered California and internally at CalOptima Health to support regulatory requirements and data accuracy internally on a cyclical basis.</li>
<li>Manages the end-to-end enrollment and billing processing and reconciliation for the off-exchange population.</li>
<li>Oversees integration and management of the enrollment and billing capabilities that third party vendors and delegated health network are responsible and accountable for.</li>
<li>Leads vendor and technology selection for vended capabilities and oversees implementation and integration with the organization's processes and technologies.</li>
<li>Leads the development of processes and configuration of core admin system to support implementation and ongoing optimization of the premium billing capability at CalOptima - inclusive of partnering with CalOptima Health's Information Technology teams (and potentially vendor teams), overseeing system and data integrations, etc.</li>
<li>Develops and manages the annual departmental budget. </li>
</ul>
</li>
<li>5% - Other
<ul>
<li>Completes other projects and duties as assigned.</li>
</ul>
</li>
</ul>
 Do You Have What the Role Requires? 
<ul>
<li>Bachelor's degree in business, health administration, finance, or related field PLUS 7 years in health-plan operations with at least 5 years in health insurance exchange/marketplace and/or commercial Individual and Family Plan (IFP) enrollment and billing required; an equivalent combination of education and experience sufficient to successfully perform the essential duties of the position such as those listed above may also be qualifying. </li>
<li>3 years of progressive management/leadership experience required.</li>
</ul>
 You'll Stand Out More If You Possess the Following: 
<ul>
<li>Knowledge and prior experience at a health plan leading enrollment and billing functions for an exchange or commercial product. </li>
<li>Specific experience with Covered California.</li>
</ul>
 What the Regulatory Agencies Need You to Possess? 
<ul>
<li>N/A</li>
</ul>
 Your Knowledge &amp; Abilities to Bring to this Role: 
<ul>
<li>Develop rapport and establish and maintain effective working relationships with CalOptima Health's leadership and staff and external contacts at all levels and with diverse backgrounds. </li>
<li>Work independently and exercise sound judgment.</li>
<li>Communicate clearly and concisely, both orally and in writing.</li>
<li>Work a flexible schedule; available to participate in evening and weekend events.</li>
<li>Organize, be analytical, problem-solve and possess project management skills.</li>
<li>Work in a fast-paced environment and in an efficient manner.</li>
<li>Manage multiple projects and identify opportunities for internal and external collaboration.</li>
<li>Motivate and lead multi-program teams and external committees/coalitions.</li>
<li>Utilize computer and appropriate software (e.g., Microsoft Office: Word, Outlook, Excel, PowerPoint) and job specific applications/systems to produce correspondence, charts, spreadsheets, and/or other information applicable to the position assignment.</li>
</ul>
 Your Physical Requirements (With or Without Accommodations): 
<ul>
<li>Ability to visually read information from computer screens, forms and other printed materials and information.</li>
<li>Ability to speak (enunciate) clearly in conversation and general communication.</li>
<li>Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.</li>
<li>Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.</li>
<li>Lifting and moving objects, patients and/or equipment 10 to 25 pounds</li>
</ul>
 Ways We Are Here For You 
<ul>
<li>You'll enjoy competitive compensation for this role.
<ul>
<li>Our current hiring range is: Pay Grade: 321 - $181,257 - $290,011 ($87.14 - $139.4282). 
<ul>
<li>The base pay offered will take into account internal equity and also may vary depending on the candidate's job-related knowledge, skills, and experience among other factors. </li>
</ul>
</li>
</ul>
</li>
<li>This position is approved for Full Office </li>
</ul>
 A <a href="https://apptrkr.com/get_redirect.php?id=6824863&amp;targetURL=https://www.caloptima.org/en/careers#benefits" target="_blank">comprehensive benefits package</a> 
<ul>
<li>CalPERS pension program and additional retirement packages. </li>
<li>Additional benefits and perks including:
<ul>
<li>A generous PTO program</li>
<li>A quality work life balance</li>
<li>Various wellness programs</li>
<li>Tuition Reimbursement</li>
<li>Professional development opportunities</li>
<li>Career development opportunities</li>
<li>Flexible scheduling</li>
<li>And the satisfaction of knowing your work directly impacts and improves healthcare access for thousands of individuals and families.</li>
</ul>
</li>
</ul>
 Our Work Environment: If located at the 500, 505 Building or a remote work location: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed.</li>
<li>There are no harmful environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate.</li>
</ul>
 If located at PACE: 
<ul>
<li>Work is typically indoors in a clinical setting serving the frail and elderly.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 If located in the Community: 
<ul>
<li>Work is typically indoors and sedentary and is subject to schedule changes and/or variable work hours, with travel as needed. </li>
<li>Employee will occasionally work outdoors in varied temperatures.</li>
<li>There may be harmful or hazardous environmental conditions present for this job.</li>
<li>The noise level in this work environment is usually moderate to loud.</li>
</ul>
 Why Join Us? We believe that diverse perspectives drive innovation. Each employee brings a unique perspective to the overall team and we value everyone's input and we are committed to creating an inclusive environment where you and every team member can thrive while making a meaningful impacts on our community members. Our team reflects and represents the communities we serve, and we welcome candidates from all backgrounds who share our commitment to accessible, quality healthcare. What's Your Next Step? All Applications will be accepted on a continuous basis until a sufficient number of qualified applications have been received. Do NOT miss out. If you want to join our team, the deadline for the first review of applications is October 13, 2025 at 9:00 PM (PST). We are encouraging you to apply early. If you apply after the first review date, your application is not guaranteed to be considered for this recruitment. This recruitment may close at any time without notice after the first review date. Our Commitment to You Your application and resume will be reviewed by a dedicated recruiter to this position. If your experience matches what we need, we will reach out to you to discuss the next steps. The selection process may include, but is not limited to, a skills assessment, phone screen and interview. If you make it through the steps above and are selected for this exciting role, you will be required to undergo a reference and a background check (to include a conviction record) and if applicable also pass a drug screening and/or a post-offer pre-employment medical examination (for specific positions) If you are an Internal CalOptima Health applicant, please apply through the internal portal on InfoNet. We will make sure to keep you updated through each step of the process on your candidate portal. Please make sure to watch for updates on your candidate portal and you emails which will be sent to the email address you listed on your application. Please check your email, including your SPAM folder, regularly throughout the recruitment process. CalOptima Health is committed to attracting, hiring, and retaining a diverse staff, where we will honor your unique experiences, identity, and perspectives. Our organization strives to create and maintain a workplace environment that is inclusive, equitable and welcoming so we can truly be Better Together. CalOptima Health is an equal opportunity employer and makes all employment decisions on the basis of merit. CalOptima Health wants to have qualified employees in every job position. CalOptima Health prohibits unlawful discrimination against any employee, or applicant for employment, based on race, religion/religious creed, color, national origin, ancestry, mental or physical disability, medical condition, genetic information, marital status, sex, sex stereotype, gender, gender identity, gender expression, transitioning status, age, sexual orientation, immigration status, military status as a disabled veteran, or veteran of the Vietnam era, or any other consideration made unlawful by federal, state, or local laws. CalOptima Health also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has, or is perceived as having, any of those characteristics. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation at (714) 246-8400 if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. To apply, please visit: <a href="https://apptrkr.com/6824863" target="_blank">https://jobs.caloptima.org/jobs/director-premium-billing-and-member-enrollment-director-ii-505-city-parkway-west-california-united-states-ee0bc9cf-38a1-4124-be64-0b430f44db76</a> Copyright 2025 Jobelephant.com Inc. All rights reserved. <a href="https://www.jobelephant.com/" target="_blank">Posted by the FREE value-added recruitment advertising agency</a> jeid-facf3ef77d8102469ba67f2032a32789

Director Premium Billing and Member Enrollment (Director II)

The Shippensburg University Foundation invitesapplications and nominations for the position of Vice President&amp; Chief Development Officer.
The Vice President &amp; Chief Development Officer (VP/CDO) forthe Shippensburg University Foundation is responsible for thestrategic leadership and management of the Foundation’s major giftfundraising, planned giving, corporate and foundation, and annualfund initiatives. This individual will play a crucial role insecuring significant financial resources to support theUniversity’s mission and goals. The VP/CDO will lead a team ofdedicated fundraising professionals.
The success of the vice president &amp; chief developmentofficer will be driven by their collaborative approach and abilityto implement new and innovative ideas to increase giving to theShippensburg University Foundation for the benefit of students,programs, faculty, and facilities at Shippensburg University.
Responsibilities
<ul>
<li>Support the President &amp; CEO as their chief fundraiser,serving as an advisor and co-strategist in cultivating prospectivedonors and soliciting major, principal and transformativegifts.</li>
<li>Maintain an actively managed personal prospect pool of not lessthan 100 principal and transformative donor prospects.</li>
<li>In consultation with the President &amp; CEO, assess the growthpotential and effectiveness of the SU Foundation’s fundraisingprogram; direct the fundraising program, including budgetmanagement, fundraising personal supervision, planning, staffdevelopment, and evaluation.</li>
<li>Serve as a member of the President &amp; CEO’s management teamand participate in formulating and administering SU Foundationpolicies. Develop and execute fundraising policies, structure, anda personnel plan to accomplish mutually agreed philanthropicobjectives in coordination with the University.</li>
<li>Enhance the culture of philanthropy and substantially increasephilanthropic support and engagement.</li>
<li>Utilize best practices and professional organizationalguidelines to accomplish strategic fundraising initiatives, e.g.annual giving programs, planning giving techniques, capital, andcomprehensive campaign strategies.</li>
<li>Cultivate a strong working relationship with universityadministrators, faculty, and staff.</li>
</ul>
 Requirements:
<ul>
<li>Credibility and sound judgment required to effectively engageand leverage major donors, volunteers, and other key constituentsin the cultivation, solicitation, and stewardship of key prospectsand donors.</li>
<li>Strong leadership and team management skills.</li>
<li>Excellent interpersonal and communication skills, both writtenand verbal.</li>
<li>Ability to work effectively with a wide range of stakeholders,including donors, board members, and University and Foundationstaff.</li>
<li>High level of integrity, professionalism, and commitment to theShippensburg University and the Shippensburg UniversityFoundation’s mission.</li>
</ul>
Education and Experience: Master’s Degree required. Seven or more years of progressivelyresponsible fundraising and high-level leadership experience in ahigher education or nonprofit development role. Experience leadingfundraising campaigns.
Additional Details: Job Type: Full-time, Monday to Friday and Weekends as needed The SU Foundation offers a competitive salary and benefits package(including healthcare and TIAA-CREF retirement plan)
TO APPLY: Send cover letter, resume, three references, and salaryrequirements to the attention Dr. Leslie Folmer Clinton, 500Newburg Road, Shippensburg, PA 17257 or apply by email to Dr.Clinton at <a href="mailto:LFClin@SUFoundation.org" target="_blank">LFClin@SUFoundation.org</a>. Applications willbe considered until the position is filled.
 About the SU Foundation: The ShippensburgUniversity Foundation, a 501 (c) (3) nonprofit organization, wascreated in 1977 and serves to seek financial resources and provideservices to support and enhance Shippensburg University’s missionof student learning and personal development through highlyeffective and innovative teaching, complemented by a wide varietyof out-of-class experiences. Today, the SU Foundation’s endowmenttotals $57 million and the SU Foundation administers and managesover $100 million in assets and programs.
About Shippensburg University: Since itsfounding in 1871, Shippensburg University, one of 14 institutionsin the Pennsylvania State System of Higher Education, has been aleader in public higher education. Long recognized for its academicrigor and its proactive approach to maintaining its leadershipposition as higher education has evolved, “Ship” now offers a fullarray of over 100 undergraduate and over 50 graduate programs onits attractive 200-acre campus. The University recently announcedthe establishment of a School of Engineering to house the fiveengineering programs and the establishment of an Honors College. Tolearn more about the University, please visit SHIP.edu
Location: Shippensburg lies in theCumberland Valley, 40 miles southwest of the state Capitol ofHarrisburg, and is part of the Harrisburg–Carlisle MetropolitanStatistical Area, with a population approaching 700,000. Nationalfirms, either headquartered or with major operations, in the regioninclude Ahold USA, Deloitte, Capital Blue Cross, Highmark, HP, IBM,Hershey Foods, Harsco Corporation, Proctor and Gamble, Rite AidCorporation, Tyco Electronics, and Volvo ConstructionEquipment.

Vice President & Chief Development Officer, University Foundation

<h3>Job Description</h3>
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.
 
· Provides personal financial counseling and management services directly to service members and their families.
· Assists service members in establishing a spending plan for extended absences.
· Develops and makes available informational financial materials to service members and families.
· Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
· Responds to requests for age-appropriate classes or seminars.
· Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
· Manages duty to warn situations according to Department of Defense (DoD) protocol.
· Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
· Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate
 
Education and Certifications:
Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
 
Salary Range
Salary Minimum:
$53,125
Salary Maximum:
$84,995
 
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
 
Cherece Prowell
312- 799-8671
<a href="mailto:Prowellc@magellanfederal.com" target="_blank">Prowellc@magellanfederal.com</a>
<a href="mailto:Cprowell@PeopleScout.com" target="_blank">Cprowell@PeopleScout.com</a>
 
#FinancialPlanning #CFP #AFC #ChFC #MIlitarySpouses #CareerOpportunity #FinancialAdvisor

Personal Financial Advisor

<h3>Job Description</h3>
Job Description
Job Description:
This licensed Financial Representative or Investment Advisory Representative will work as a 1099 independent contractor to sell life insurance and retirement. Since this is 1099 work, this person will be their own boss working their own hours and it can be done remotely. Partnering with local agents, this person will have access to an existing customer base with thousands of existing local households/customers who already have purchased car and/or home insurance. The goal is to sell them financial products as well. &nbsp;This person will be expected to deepen relationships by tailoring products to customers' specific needs and develop strong partnerships to create a solid client base. The company offers a full suite of financial products to be sold including:
* Life insurance.
* Annuities (fixed, indexed, variable).
* Mutual funds.
* IRAs.
* 403(b)s and 529s.
* Workplace life and supplemental health insurance.
* Fidelity Custody Clearing and Solutions.
* UITs and Managed Assets.
* FMAX -- Investment Advisory platform
* Buffered and traditional UIT's

As with any 1099 and many insurance sales positions, this is paid via commission and bonuses. There are international incentive trips and supplemental benefits provided as well. Last year’s data shows that the top 50 performers in this role last year made $525K on average. The average of the lowest performers was $120K.
 
Must Haves:
- Needs to have either of a Series 6 or a Series 7
- This person needs to be licensed to sell life and health insurance (it’s one license that covers both) à If they don’t already have it, they can get it before the start date
- Outgoing personality and sharp communication skills to be able to build and maintain client relationships
- Cannot pull from these Allstate partners (they are selling these brand products), but shouldn’t be a problem if we’re targeting the correct skillset: Lincoln, Equitable/AXA, Foresters, John Hancock, Protective Life, Prudential, Corebridge, Sammons&nbsp;

<h3>Job Description</h3>
Job Description
Job Title: Remote Personal Financial Advisor Hourly Pay: $30 - $45/hour
Summary: 
We are seeking a dedicated Personal Financial Advisor to join our work-from-home team. In this role, you will provide individualized financial advice to clients, helping them manage their personal finances and achieve their financial goals. If you are passionate about personal finance and enjoy helping clients plan for their future, this is a great opportunity for you to work remotely and make a meaningful impact.
Key Responsibilities:
 
<ul>
<li>Advise clients on budgeting, debt management, investment strategies, and retirement planning</li>
<li>Create personalized financial plans that align with clients' short-term and long-term goals</li>
<li>Assist clients with understanding financial products such as mutual funds, insurance, and savings accounts</li>
<li>Review clients’ financial positions regularly and recommend adjustments to their financial plans</li>
<li>Educate clients on financial best practices, such as saving for retirement and managing debt</li>
<li>Build and maintain long-term relationships with clients to ensure their financial goals are met</li>
<li>Stay informed about market trends, financial products, and personal finance regulations</li>
</ul>
Qualifications:
 
<ul>
<li>Proven experience as a Personal Financial Advisor or in a similar advisory role</li>
<li>Strong understanding of personal finance, including budgeting, saving, investing, and debt management</li>
<li>Excellent communication and interpersonal skills, with a focus on providing personalized financial advice</li>
<li>
Proficiency in financial planning software and tools
</li>
<li>
Must have reliable internet and a quiet, dedicated workspace
</li>
<li>CFP certification or similar credentials are preferred but not required</li>
</ul>
Perks &amp; Benefits:
 
<ul>
<li>
100% remote work flexibility
</li>
<li>
Competitive hourly pay: $30 - $45
</li>
<li>
Paid training and ongoing professional development opportunities
</li>
<li>
Flexible working hours, including evening and weekend shifts
</li>
<li>
Career growth opportunities in financial advising
</li>
<li>
A supportive and collaborative work environment
</li>
</ul>

<h3>Job Description</h3>
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a> Compensation:
$90,000 - $120,000 at plan earnings
Responsibilities:
<ul>
<li>Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice</li>
<li>Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional</li>
<li>Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer </li>
<li>Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products</li>
<li>Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM </li>
</ul>
Qualifications:
<ul>
<li>Strong relationship management skills and/or experience required</li>
<li>Must possess uncompromising integrity and the ability to communicate complex ideas</li>
<li>Must have the ability to successfully network and prospect for new clients</li>
</ul>
About Company 
As an Associate partner with New York Life, I hire and train individuals looking to build a high-income long-term career for themselves and their families.
Benefits
<ul>
<li>Comprehensive health insurance — includes medical, vision, and dental coverage</li>
<li>Group life and disability insurance for added financial security</li>
<li>401(k) and Roth 401(k) retirement savings options</li>
<li>Defined-benefit pension plan to support your long-term retirement goals</li>
</ul>

Financial Advisor

<h3>Job Description</h3>
Job Description
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Compensation:
$80,000+ OTE
Responsibilities:
<ul>
<li>Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products</li>
<li>Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given</li>
<li>Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives</li>
<li>Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects</li>
<li>Create customized financial plans suitable for each client based on potential life changes and changing financial needs</li>
</ul>
Qualifications:
<ul>
<li>Requires a Bachelor’s degree in finance, business administration, or related field</li>
<li>CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required</li>
<li>Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital</li>
<li>Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired</li>
<li>Excellent math skills, relationship skills, communication skills, and customer service skills are crucial</li>
</ul>
<ul>
<li>Bachelor's Degree a must, sales experience and/or financial internships a plus.</li>
<li>A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.</li>
<li>You are personable and caring, with a natural ability to connect and communicate with others.</li>
<li>Enthusiastic, high energy, and positive attitude.</li>
<li>Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.</li>
<li>Honesty, integrity, &amp; ethics: you can be trusted to do the right thing for clients and for the team.</li>
<li>Must have excellent communication and interpersonal skills.</li>
<li>Quick learner who is comfortable in a fast-paced, dynamic environment.</li>
</ul>
About Company 
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

<h3>Job Description</h3>
Job Description
Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise 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 fit for your expertise, start your application today!
Compensation:
$80,000+ OTE
Responsibilities:
<ul>
<li>Create customized financial plans suitable for each client based on potential life changes and changing financial needs</li>
<li>Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations</li>
<li>Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor</li>
<li>Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives</li>
<li>Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products</li>
</ul>
Qualifications:
<ul>
<li>Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required</li>
<li>Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital</li>
<li>Superior customer service skills, math skills, relationship skills, and communication skills are preferred</li>
<li>Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential</li>
<li>A Bachelor’s degree in business administration, finance, or a related field is required</li>
</ul>
<ul>
<li>Bachelor's Degree a must, sales experience and/or financial internships a plus</li>
<li>A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth</li>
<li>You are personable and caring, with a natural ability to connect and communicate with others</li>
<li>Enthusiastic, high energy, and positive attitude</li>
<li>Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously</li>
<li>Honesty, integrity, &amp; ethics: you can be trusted to do the right thing for clients and for the team</li>
<li>Must have excellent communication and interpersonal skills</li>
<li>Quick learner who is comfortable in a fast-paced, dynamic environment</li>
</ul>
About Company 
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

<h3>Job Description</h3>
Job Description
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Compensation:
$80,000+ OTE
Responsibilities:
<ul>
<li>Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations</li>
<li>Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects</li>
<li>Design customized financial plans suitable for each client based on potential life changes and changing financial needs</li>
<li>Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives</li>
<li>Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products</li>
</ul>
Qualifications:
<ul>
<li>A Bachelor’s degree in business administration, finance, or a related field is required</li>
<li>Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital</li>
<li>Knowledge of the financial industry, financial products, best practices, and tax regulations is desired</li>
<li>Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required</li>
<li>Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed</li>
</ul>
<ul>
<li>Bachelor's Degree a must, sales experience and/or financial internships a plus.</li>
<li>A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.</li>
<li>You are personable and caring, with a natural ability to connect and communicate with others.</li>
<li>Enthusiastic, high energy, and positive attitude.</li>
<li>Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.</li>
<li>Honesty, integrity, &amp; ethics: you can be trusted to do the right thing for clients and for the team.</li>
<li>Must have excellent communication and interpersonal skills.</li>
<li>Quick learner who is comfortable in a fast-paced, dynamic environment.</li>
</ul>
About Company 
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

<h3>Job Description</h3>
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a> Compensation:
$100,000 - $150,000 at plan
Responsibilities:
<ul>
<li>Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional</li>
<li>Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services</li>
<li>Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM </li>
<li>Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives</li>
<li>Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances</li>
</ul>
What we’re looking for... 
<ul>
<li>We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses</li>
<li>This is not just a sales job, it’s a career with purpose and opportunity</li>
<li>You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college</li>
<li>Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction</li>
</ul>
Qualifications:
<ul>
<li>Must possess uncompromising integrity and the ability to communicate complex ideas</li>
<li>Ability to successfully network to prospect new potential clients is a must</li>
<li>Relationship management skills are required</li>
</ul>
<ul>
<li>Competitive</li>
<li>Enterprising</li>
<li>Coachable</li>
<li>Communicative</li>
<li>Self-disciplined</li>
<li>Authentic</li>
</ul>
About Company 
As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success. Some of our accolades include:
<ul>
<li>A promise to work with you to build a strong financial future for both you and your clients</li>
<li>#73 on Fortune 100 in 2020</li>
<li>A leading company with many agents qualifying for MDRT 2 year after year</li>
<li>Highest possible financial strength ratings currently awarded to any life insurer: Standard &amp; Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19</li>
<li>Full benefits when hired and 3 separate pensions</li>
</ul>
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
Lance Gillman, Senior Partner, New York Life

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