Optum Financial Hsa Jobs in Usa
8,032 positions found
In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
The Financial Professional is a key member of our team.
After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program ("CDP"), your typical day may include: · Developing relationships with clients (both existing and prospective) · Gathering client information and using that information to build robust financial plans · Helping clients prepare for their retirement · Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
Since 2020, our mission has been to empower people from all backgrounds to create lasting financial independence for themselves and their loved ones.
We provide access to a wide range of life insurance, retirement, savings, and wealth-building strategies.
Whether you're looking to start a business or earn extra income, we offer a flexible, supportive environment to grow a meaningful career.
What We’re Looking For We’re seeking motivated individuals with an entrepreneurial mindset who are passionate about helping others.
No prior financial experience is needed — we provide full training and support to get licensed and build your business.
Key Traits: Self-driven and coachable Strong communication skills Enjoys educating and helping people Sales or customer service experience is a plus Bilingual (English/Spanish) is a bonus Must be willing to obtain a Life & Health Insurance License (we provide guidance) Responsibilities Educate clients on financial strategies and solutions Analyze client needs and goals Provide recommendations for insurance and retirement planning Build and maintain relationships Stay current on industry tools, products, and best practices Compensation This is a 100% commission-based position with uncapped earning potential.
Average Full-Time Agent Annual Earnings: Entry Level (0–3 years): $65,000 Mid Level (4–7 years): $284,000 Senior Level (8–10 years): $500,000+ What We Offer Full training and licensing support Remote work (set your own hours) Proven business system & mentorship Part-time or full-time flexibility Opportunities for leadership and growth Next Steps Submit your resume to apply.
Qualified candidates will be invited to a brief phone call and a follow-up Zoom interview to learn more about our company, training, and compensation.
If you're looking for a career change, side income, or a chance to build something of your own while helping others — we'd love to connect.
Job Types: Full-time, Part-time Benefits: Flexible schedule Application Question(s): Are you at least 18 years of age? Are you willing to perform a state background check to acquire a finance license? Work Location: Remote
This role focuses on driving life, annuity, and fee‑based business through active coaching and strong partnerships with multiline agents across a multi‑state territory.
We deliver on our promise every day to protect livelihoods and futures.
We do this through value‑based work, demonstrating service, integrity, leadership, teamwork, accountability, and passion in all touch points with client members, employees, agents, and vendors.
Essential Functions Achieve goals for assets under management, WMA/WMC staffing, and revenue while overseeing the full recruitment and onboarding process for WMAs and WMCs across assigned territories.
Lead the sourcing and onboarding of WMCs and ensure a smooth introduction and transition to the agent field.
Partner with leadership and Life Sales Support to evaluate training programs and sales systems, identify gaps, and support improvements that strengthen field performance.
Align sales and marketing strategies by working closely with executive leaders and field leadership.
Build strong relationships with Agency Managers and Agents to support sales growth across FB Life's distribution channels.
Oversee the client and account onboarding experience, ensuring a seamless transition for WMAs and their clients.
Lead field‑level delivery of marketing initiatives, including campaigns, contests, and wholesaler engagement.
Serve as the primary liaison with mutual fund and managed‑money partners.
Maintain the primary field‑level relationship with WMAs, WMCs, and the platform custodian, RBC.
Collaborate regularly with FBFS field management, Agency Managers, Regional Vice Presidents, and home office leadership to support business goals.
Oversee staff development, including hiring, coaching, performance management, workflow oversight, budgeting, and ongoing employee growth.
Qualifications / Know‑How Bachelor's degree or equivalent experience plus 12 years of Wealth Management experience required.
Minimum of 5 years of field‑level management experience, with significant recruiting and compliance experience required.
FINRA Registered Representative Series 7 & 24 and 65/66.
CFP preferred.
Leadership and organizational skills, plus proven ability to build and sustain relationships internally and externally required.
Excellent communication and organization skills as well as the ability to maintain confidentiality required.
Strong customer service and public relations skills required.
Experience managing in a highly matrixed organization is preferred.
Extensive travel required and valid driver's license.
Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization.
Applicants must be currently authorized to work in the United States on a full-time, permanent basis.
We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role.
For example, we are not considering candidates with OPT status.
Optum NV is seeking a Family Practice Physician to join our team in Las Vegas, NV. Optum is a clinician-led care organization that is changing the way clinicians work and live.
As a member of the Optum Care Delivery team, you’ll be an integral part of our vision to make healthcare better for everyone.
At Optum, you’ll have the clinical resources, data and support of a global organization behind you so you can help your patients live healthier lives. Here, you’ll work alongside talented peers in a collaborative environment that is guided by diversity and inclusion while driving towards the Quadruple Aim. We believe you deserve an exceptional career, and will empower you to live your best life at work and at home. Experience the fulfillment of advancing the health of your community with the excitement of contributing new practice ideas and initiatives that could help improve care for millions of patients across the country. Because together, we have the power to make health care better for everyone. Join us and discover how rewarding medicine can be while Caring. Connecting. Growing together.
Position Highlights:
In this position you will work with other physicians in teams but manage your own panel of patients Monday-Friday.
The patient population is an adult panel of all ages including geriatrics and some older adolescents and can be customized for interest areas. Our seniors have the convenience of our new Lifestyle Centers. Work in attractive/modern buildings and enjoy an electronic medical record environment. Full time management staff, digital radiology and onsite laboratory services add conveniences at our 14 clinic locations throughout the Las Vegas area.
This is an employed practice position with Southwest Medical . We offer patient care that is compassionate, appropriate and effective for the treatment of health problems and the promotion of health. Our employees work with professionalism, as manifested through a commitment to carrying out professional responsibilities, adherence to ethical principles, and sensitivity to a diverse patient population.
We run a systems-based practice, as manifested by actions that demonstrate an awareness of and responsiveness to the larger context and system of health care and the ability to effectively call on system resources to provide care that is of optimal value.
We offer an attractive base salary, sign on bonus, bonus plan, and comprehensive fringe benefits package, including medical, dental, and life insurance, STD/LTD, professional liability, matching 401K, relocation costs, 160 hours of PTO, one week paid CME with $4500 allowance, and nine paid holidays. Differential for supervision of extenders.
$100,000.00 Sign on Bonus for external candidates
Top reasons to live in Las Vegas, Nevada:
- 300+ days of sunshine, annual average temperature of 70 degrees, beautiful desert flowers and red rock canyons
- The best of superstar shows, concerts, sporting events, restaurants and shopping available 365 days a year!
- NO STATE INCOME TAX, affordable housing, wonderful recreation available: Red Rock Canyon, Lake Mead, Grand Canyon, Colorado River, Lake Powell, Mt. Charleston (11,000 ft elevation) are all nearby; Las Vegas is situated a short distance from 10 Scenic National Parks; Las Vegas is also a Golfers Paradise with 40+ neighborhood and championship courses
What makes an Optum Career different:
- Be part of a best-in-class employee experience that enables you to practice at the top of your license
- We believe that better care for clinicians equates to better care for patients
- We are influencing change collectively on a national scale while still maintaining the culture and community of our local care organizations
- Practice medicine autonomously, with the support, not restrictions, of a sustainable and thriving national health care organization
Compensation & Benefits Highlights:
- Med/Den/Vis, STD, LTD, United Health stock options
- Continuing Medical Education allowance with time off
- Professional Liability Insurance
- Excellent PTO package
- Generous retirement program including employer funded contributions (401K)
Southwest Medical, part of Optum, is a multi-specialty group of Physicians, Nurse Practitioners, and Physician Assistants at clinical locations including health care centers, urgent care clinics, convenient care centers and an outpatient surgery center. SMA offers patients compassion, innovation, and quality care throughout southern Nevada. Together, we're making health care work better for everyone.
You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Qualifications - External
Required Qualifications:
- Family Medicine or Internal Medicine Residency trained, board certified or board eligible; ability to obtain Nevada license, DEA, Pharmacy license
- Medical knowledge about established and evolving biomedical, clinical, epidemiological and social behavioral sciences and application of this knowledge to patient care
- Interpersonal and communication skills that result in effective information exchange and collaboration with patients, their families and other health professionals
- Possession of or acquisition of sufficient computer skills to effectively utilize Electronic Medical Records in their practice
- Practice-based learning and improvement that involves investigation and evaluation of their own patient care, appraisal and assimilation of scientific evidence and improvements in patient care
Optum NM is seeking a Palliative Care Physician to join our team in Albuquerque, New Mexico. Optum is a clinician-led care organization that is changing the way clinicians work and live.
As a member of the Optum Care Delivery team, you’ll be an integral part of our vision to make healthcare better for everyone.
At Optum, you’ll have the clinical resources, data and support of a global organization behind you so you can help your patients live healthier lives. Here, you’ll work alongside talented peers in a collaborative environment that is guided by diversity and inclusion while driving towards the Quadruple Aim. We believe you deserve an exceptional career, and will empower you to live your best life at work and at home. Experience the fulfillment of advancing the health of your community with the excitement of contributing new practice ideas and initiatives that could help improve care for millions of patients across the country. Because together, we have the power to make health care better for everyone. Join us and discover how rewarding medicine can be while Caring. Connecting. Growing together.
The Palliative Care Physician will manage high risk patients coming in and out of the hospital, or those with life-limiting illnesses. The physician will lead the team in high-risk patient care and the transition of care management. They will specialize in medical care that focuses on providing relief from pain and other symptoms related to chronic/serious illness. The aim is to provide comfort and improve quality of life for those suffering from chronic/serious illness. Palliative care is provided in tandem with regular treatment and in partnership with the patient’s primary care provider. The palliative program primarily manages care in the patient’s home; however, care may be appropriate or require in- office visits depending on the needs of the patient. Palliative Care requires a coordinated team approach, you must be able to have collaborative communication/interaction with other providers, nutritionists, social workers, nurses, etc.
In this position you will provide patient care that is compassionate, appropriate, and effective for the treatment of health problems and the promotion of health. You will enjoy working with our established team who are committed to delivering high quality care, adhere to ethical principles, and are sensitive to a diverse patient population.
Primary Responsibilities:
- Support the transition of care management for patients coming out of the hospital or skilled nursing facility. In collaboration with the team, direct and manage a complete continuum of quality-based care within the interdisciplinary team.
- Consult with patients to understand their health concerns and treat patients to provide relief from pain and other symptoms related to chronic/serious illness. Provide comfort and improve quality of life for those suffering from chronic/serious illness
- Consult and coordinate with patient’s primary care physician and other specialists as needed
About Albuquerque:
- 300 days a year of sun-drenched and picturesque mountain views
- Enjoy all seasons with mild winters
- A Top City with the Cleanest Air in America, Thrillist
- Top destination for hiking, biking, skiing and running
- Top 10 ranking for America’s Best Cities for Foodies, Travel + Leisure
- Diverse Culture - Art galleries, theater, concerts, shopping, music venues
- A Top Big Best Cities for Active Families, Outdoor Magazine
- Top 5 ranking for "Secretly Cool Cities”, Huffington Post
Compensation & Benefits Highlights
- Med/Den/Vis, STD, LTD, United Health stock options
- Continuing Medical Education allowance with time off
- Robust Relocation program
- Professional Liability Insurance
- Excellent PTO package
- Generous retirement program including employer funded contributions (401K)
You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
- M.D. or D.O.
- Board Certified or Board Eligible in Internal Medicine or Family Medicine
- New Mexico Pharmacy/DEA Registration or ability to obtain
- Current MD/DO medical license in the state of New Mexico or ability to obtain
Preferred Qualifications:
- Palliative or equivalent experience in Geriatrics
- Experience in a managed care setting and working with medically complex patients
- Working knowledge of Medicare Advantage Risk plans
- Understanding of HEDIS measurements and delivering value-based care
Compensation for this specialty generally ranges from $229,50 to $378,000. Total cash compensation includes base pay and bonus and is based on several factors including but not limited to local labor markets, education, work experience and may increase over time based on productivity and performance in the role. We comply with all minimum wage laws as applicable. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you’ll find a far-reaching choice of benefits and incentives.
OptumCare is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
OptumCare is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
*Robust Relocation program
Optum NM is seeking a Primary Care Physician to join our team in Albuquerque, NM. Optum is a clinician-led care organization that is changing the way clinicians work and live.
As a member of the Optum Care Delivery team, you’ll be an integral part of our vision to make healthcare better for everyone.
At Optum, you’ll have the clinical resources, data and support of a global organization behind you so you can help your patients live healthier lives. Here, you’ll work alongside talented peers in a collaborative environment that is guided by diversity and inclusion while driving towards the Quadruple Aim. We believe you deserve an exceptional career, and will empower you to live your best life at work and at home. Experience the fulfillment of advancing the health of your community with the excitement of contributing new practice ideas and initiatives that could help improve care for millions of patients across the country. Because together, we have the power to make health care better for everyone. Join us and discover how rewarding medicine can be while Caring. Connecting. Growing together.
Primary Responsibilities:
- In this position you will provide patient care that is compassionate, appropriate, and effective for the treatment of health problems and the promotion of health. You will enjoy working with our employees who work with professionalism, as manifested through a commitment to carrying out professional responsibilities, adherence to ethical principles, and sensitivity to a diverse patient population.
- You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Compensation & Benefits Highlights
- Med/Den/Vis, STD, LTD, United Health stock options
- Continuing Medical Education allowance with time off
- Professional Liability Insurance
- Excellent PTO package
- Generous retirement program including employer funded contributions (401K)
Albuquerque
- 300 days a year of sun-drenched and picturesque mountain views
- Enjoy all seasons with mild winters
- A Top City with the Cleanest Air in America, Thrillist\
- Top destination for hiking, biking, skiing and running
- Diverse Culture – Art galleries, theater, concerts, shopping, music venues
- A Top Big Best Cities for Active Families, Outdoor Magazine
- Top 5 ranking for "Secretly Cool Cities”, Huffington Post
- Top 10 ranking for America’s Best Cities for Foodies, Travel + Leisure
You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
- MD or DO
- Medical Licensure in the State of New Mexico or ability to obtain prior to employment
- DEA license or ability to obtain prior to employment
The salary range for this role is $226,000 to $366,000 annually based on full-time employment. Salary Range is defined as total cash compensation at target. The actual range and pay mix of base and bonus is variable based upon experience and metric achievement. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives
OptumCare is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
OptumCare is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
As a member of the Optum Care Delivery team, you’ll be an integral part of our vision to make healthcare better for everyone.
At Optum, you’ll have the clinical resources, data and support of a global organization behind you so you can help your patients live healthier lives. Here, you’ll work alongside talented peers in a collaborative environment that is guided by diversity and inclusion while driving towards the Quadruple Aim. We believe you deserve an exceptional career, and will empower you to live your best life at work and at home. Experience the fulfillment of advancing the health of your community with the excitement of contributing new practice ideas and initiatives that could help improve care for millions of patients across the country. Because together, we have the power to make health care better for everyone. Join us and discover how rewarding medicine can be while Caring. Connecting. Growing together.
Position Details:
- Full-time OB/GYN Openings in California, Nevada, Oregon, and Washington
- Patient care that is compassionate, appropriate and effective for the treatment of health problems and the promotion of health
- Professionalism, as manifested through a commitment to carrying out professional responsibilities, adherence to ethical principles, and sensitivity to a diverse patient population
- Systems-based practice, as manifested by actions that demonstrate an awareness of and responsiveness to the larger context and system of health care and the ability to effectively call on system resources to provide care that is of optimal value
- Maintain regular office hours during the week, and take primary and back-up calls to support the practice (including weekends and holidays)
- Attend scheduled departmental and other mandatory meetings and participate on assigned committees
- Assist with departmental recruitment efforts
- Demonstrate community involvement to promote department, Southwest Medical and Optum
Required Qualifications:
- BE/BC in Obstetrics & Gynecology
- Unrestricted NV Physician License, or ability to obtain prior to start of employment
- Unrestricted OR Physician License, or ability to obtain prior to start of employment
- Unrestricted WA Physician License, or ability to obtain prior to start of employment
- Board certified/Board eligible in Obstetrics and Gynecology
- Must have completed Obstetrics/Gynecology residency program
- DEA license or ability to obtain prior to employmen
Preferred Qualifications:
- Bilingual skills are a plus
- Excellent communication, interpersonal and basic computer skills are essential
Benefits:
- Robust Benefits Package and Bonuses + 401k or retirement plan benefits
- Leadership Pathways and Partnership
- CME Reimbursement and Paid Time Off
- Paid License & DEA Renewals
- Malpractice Coverage
- Advanced EMR system in place
- Employee Wellness Program
About OptumCare:
At OptumCare, we’ve found that putting clinicians at the center of care is the best way to improve lives. Our physician-led organization is one of the most dynamic and progressive health care organizations in the world, serving over 17 million people through more than 45,000 aligned physicians and 9,000 advanced practice clinicians. You will find our team working in local clinics, surgery centers and urgent care centers, within care models focused on managing risk, higher quality outcomes and driving change through collaboration and innovation.
Would you thrive with OptumCare?
- Do you practice evidence-based medicine?
- Are you seeking a practice focused on patient-centered quality care, not volume?
- Are you a team player – comfortable delegating and empowering teams?
- Are you constantly seeking better ways to do things?
- Do you want to be part of something better?
Nevada, Oregon and Washington Residents Only: The salary range for these residents is $318,275 to $472,626. Salary Range is defined as total cash compensation at target. The actual range and pay mix of base and bonus is variable based upon experience and metric achievement. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.
Diversity creates a healthier atmosphere: OptumCare is an Equal Employment Opportunity/Affirmative Action employers and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
OptumCare is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
AdditionalOBGYN Openings with Optum:
- California, Nevada, Oregon, and Washington
$5,000 Sign-on Bonus for External Candidates
For those who want to invent the future of health care, here's your opportunity. We're going beyond basic care to health programs integrated across the entire continuum of care. Join us to start Caring. Connecting. Growing together.
The Optum Care at Home program is a longitudinal, integrated care delivery program that coordinates the delivery and provision of clinical care of members in their place of residence. The DSNP program combines clinicians providing intensive interventions customized to the needs of each individual, in collaboration with the Interdisciplinary Care Team, which includes the clinician, the member's Primary Care Provider and other providers, and other professionals.
This position is open to candidates who live in DC, MD, or VA
This is a field-based position in the greater Washington D.C. area.
Expect to spend about 50-75% of your time in the field visiting our members in their homes or in long-term care facilities in the local area.
You'll need to be flexible, adaptable and, above all, patient in all types of situations.
Standard Hours: Monday - Friday normal daytime business hours (no on-call, no weekends and no holidays required).
Primary Responsibilities:
- Assess, plan and implement care management interventions that are individualized for each member and directed toward the most appropriate, least restrictive level of care
- Develop and implement care plan interventions throughout the continuum of care as a single point of contact
- Communicate with all stakeholders the required health-related information to ensure quality coordinated care and services are provided expeditiously to all members
- Advocate for members and families as needed to ensure the member's needs and choices are fully represented and supported by the health care team
- Identify appropriate interventions and resources to meet gaps (e.g., psychosocial, transportation, long-term care) based on specific consumer needs from both the health care and psychosocial / socioeconomic dimensions of care
- Document the plan of care in appropriate EHR systems and enter data per specified
- Maintain consumer engagement by establishing rapport, demonstrating empathy, and building a trusting relationship
- Collaborate with primary providers or multidisciplinary team to align or integrate goals to plan of care and drive consistent coordination of care
- Provide ongoing support for advanced care planning
- Reassess plan of care at appropriate intervals based on initial objectives, significant change of condition, or achievement of goals
- Understand and operate effectively/efficiently within legal/regulatory requirements
- Utilize evidence-based guidelines (e.g., medical necessity guidelines, practice standard)
- Make outbound calls and receive inbound calls to assess members' current health status
- Identify gaps or barriers in treatment plans
- Provide member education to assist with self-management
- Make referrals to outside sources
- Provide a complete continuum of quality care through close communication with members via in-person or on-phone interaction
- Support members with condition education, medication reviews and connections to resources such as Home Health Aides or Meals on Wheels
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
- Current unrestricted Registered Nurse license in Washington D.C., or the ability to obtain within 90 days of hire date
- Certified in Basic Life Support
- 2+ years of experience working with MS Word, Excel and Outlook
- 1+ years of experience in post - acute care, such as long-term care
- 1+ years of clinical case management experience
- 1+ years of experience with using an Electronic Medical Record
- Valid Driver's License and access to reliable transportation
- Ability to work in a field-based capacity in Washington, D.C.
- Reside within 50 miles of Washington, DC
Preferred Qualifications:
- Certified Case Management (CCM)
- 1+ years of experience working with the geriatric population
- 1+ years of LTSS (Long Term Services and Supports)
- 1+ years of HCBS (Home and Community Based Services) experience
- Field based experience going into members' homes
- Experience creating care plans
- Case Management experience
- Background in managing populations with complex medical or behavioral needs
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $58,800 to $105,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
OptumCare is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
OptumCare is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
Remote working/work at home options are available for this role.
For 90 years, Berkheimer Tax Innovations has supported communities across Pennsylvania through reliable tax collection and related services. Serving more than 2,600 clients statewide, were proud to be the states largest tax collector.
We are currently seeking a Customer Support Clerk to join our team in our Mercer, PA office. This is a great opportunity for detail-oriented individuals to start and grow their careers with paid training, hands-on support, and ongoing learning.
WHAT YOU'LL DO:
As a Customer Support Clerk, you will serve as a point of contact for taxpayers! Responsibilities include, but are not limited to:
- In-Person Assistance: Provide face-to-face support by answering questions, assisting with account-related concerns, and helping ensure accounts remain accurate and in good standing.
- Phone Support: Answer incoming phone calls, responding to questions and providing assistance related to tax accounts, payments, and general inquiries.
- Tax Account Processing: Process tax forms & post payments to proper accounts
- Efficient Work: Complete all tasks in a timely manner while meeting company standards
SCHEDULE + LOCATION:
- Start date: April 20th, 2026
- Full-time schedule: Monday - Friday, 8:00 am - 4:00 pm
- On-site in our Mercer, PA office
- Initial training ~4-6 months fully in office
- After training, the role transitions to hybrid, with 45 additional in-office training rotations (68 weeks each) within the first 15 months
PAY + BENEFITS:
- Pay Rate: $ 14.00/hour + monthly incentive opportunities!
- Medical, Dental, Vision & Life Insurance
- Paid Holidays, Vacation, Sick, and Personal Time
- Wellness Program including physical, emotional, and financial wellness
- 401(k) with Profit Sharing
- Employee Assistance Program
- Voluntary Benefit Plans
- FSA & HSA Options
- Travel Insurance
- Business casual work environment
- High School Diploma or equivalent
- 0 - 6 months related experience and/or training
- Reliable transportation to outer offices and tax sit-ins
- Ability to manage difficult or emotional customer situations
- Strong attention to detail with high levels of accuracy
- Situation analysis and problem-solving skills
- Ability to sit for long periods of time
ABOUT BERKHEIMER TAX INNOVATIONS
While our advanced systems set the standard in the industry, we know that true success comes from our peopletheir dedication, teamwork, and commitment to excellence. At Berkheimer, youll be part of a team where innovation meets personal service, and where your contributions have a direct impact on communities across the Commonwealth. Check out our real world results at .
Berkheimer Tax Innovations is an equal opportunity employer and E-Verify employer. All positions require a successful reference check, criminal background check and drug screen.
Compensation details: 14-14 Hourly Wage
PI55f547e37643-31181-39907841
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Are you a leader who has the following traits?
- Competitive
- Business-minded
- Coachable
- Communicative
- Self-disciplined
- Authentic
If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
What we offer...
Training and development
We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow the business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our registered investment advisor, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.
How we will compensate you
You have the power to determine your own income with our commission-based compensation.3 In 2024, the average income of our financial professionals under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $120,555.4 Individual agent performance will determine your income. Benefits for eligible full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals, please follow this link /careers/financial-professionals/income and-benefits.
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
We're proud to be recognized by the following organizations6
- Fortune 2024: World's Most Admired Companies
- Handshake 2025: Early Talent Award
- Forbes 2024: America's Best Employers for Diversity
- Seramount: 2024 Best Companies for Multicultural Women
We’re proud of the help we’ve provided and continue to provide clients
- 5.1 million LIVES PROTECTED.
- Includes all owners of individual life insurance and annuity policies.
- $983 million LIFETIME ANNUITY INCOME PAID.
- Includes all payouts on individual income annuity products.
- $6 billion IN LIVING BENEFITS AWARDED.
- Includes life and annuity cash value accumulation and qualifying policy dividends paid.
- Dividends are not guaranteed.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE.
- Includes term, whole, and universal life.
$120,555
Responsibilities:- Keep bookkeeping systems, sales databases, customer records, and related organizational tools current to accurately report progress to monthly and quarterly sales quotas to stakeholders
- Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
- Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
- Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs
- Develop and deliver risk management strategies for each customer based on their risk profile
What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity.
You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
Qualifications:- High school diploma required; bachelor’s degree preferred
- Some experience with accounting or sales lead software is beneficial
- Strong interpersonal skills, communication skills, customer service skills, and analytical skills are required
- Some computer skills with ability to use Microsoft Office is required
- Experience in financial services or insurance industry is preferred, but not required.
- Ability to build and maintain strong client relationships through effective communication and trust-building.
- Proven track record of meeting or exceeding sales targets and quotas.
- Strong analytical skills to assess client needs and develop tailored financial solutions.
- Ability to stay informed about industry trends and regulatory requirements.
- Excellent organizational skills to manage multiple client accounts and documentation efficiently.
- Proficiency in using digital tools and CRM systems to enhance client engagement and sales processes.
About New York Life...
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
#WHGEN2
Compensation details: 12 Yearly Salary
PId0114d66
Commission - $75,000+
Responsibilities:- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications:
- Requires a Bachelor’s degree in business administration, finance, or other related field
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
About Company
Hudnall Capital Advisors helps the needs of Individuals, Families, and Businesses with our planning in: Investment Management, Retirement Planning, Tax Mitigation Strategies, Income Protection, Life Insurance, and Legacy Planning.
We can be different by doing the right thing!
#WHGEN
Compensation details: 75 Yearly Salary
PIa6d1599f18f6-3631
In this important role, you will compute, classify and record numerical data to keep financial records complete.
This will include calculating and processing checks as well as reviewing invoices for accuracy and completeness.
The Bookkeeper will use his skills in general accounting and finance, along with accounting software to record, store and analyze information.
Bookkeeper – Financial Administrative Assistant – General Accounting Job Responsibilities As a Bookkeeper, you will classify, record and summarize numerical and financial data to compile and keep financial records.
There will also be additional administrative assistant duties associated with this position.
Additional responsibilities for the Bookkeeper include: Processing invoices for payments Posting transactions to journals, ledgers and other records Posting payroll data and preparing routine reports Maintaining employee records Bookkeeper – Financial Administrative Assistant – General Accounting Job Requirements As a Bookkeeper, you must have basic mathematical aptitude.
You must also be highly organized and communicative, as others will rely on the accuracy of your information to make key decisions.
We are also seeking someone with a diverse background in software.
Additional requirements for the Bookkeeper include: Minimum 2 years of experience in a similar role Bachelor’s degree, preferred Bookkeeper – Financial Administrative Assistant – General Accounting Join Us.
About Us We are guided by a common purpose: to help make financial lives better through the power of every connection.
We deliver for our clients, teammates, communities, and shareholders every day by driving Responsible Growth.
Being a Great Place to Work is core to how we grow responsibly.
We are committed to an inclusive workplace, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making a positive impact in the communities we serve.
We support an in-office culture with defined attendance requirements while allowing role-specific flexibility.
Here, you can build a successful career with opportunities to learn, grow, and make an impact.
Job Description We are seeking a Personal Banker / Client Solutions Specialist to assist clients with their credit and short-term lending needs while identifying additional opportunities to help them reach their financial goals.
You will create a positive client experience by building, deepening, and retaining relationships, managing risk, and offering customized solutions.
Financial Call Center Specialist Compensation The pay for this position is $25.00/hr Benefits are available to full-time employees after 90 days of employment · Competitive medical, dental, and vision plans · 401(k) with company match · Paid Time Off (PTO) · Training and career development opportunities Financial Call Center Specialist Highlights This position is a Direct Hire role! The required availability for this position – Training schedule is Monday-Friday 9am-5:30pm MST After training ability to work variable schedules Monday – Friday: 6:00 AM – 8:00 PM MT Saturday: 7:00 AM – 5:00 PM MT Sunday: 6:00 AM – 3:00 PM MT Financial Call Center Specialist Responsibilities · Assist clients with credit and short-term lending needs while uncovering additional financial opportunities.
· Respond to client inquiries and concerns with tailored solutions.
· Sell and fulfill banking products, including credit cards, loans, checking, and savings accounts.
· Identify client needs for licensed sales functions and refer to Line of Business partners.
· Manage risk in every transaction using available tools.
· Build rapport and create a positive client experience through active listening and addressing questions.
Financial Call Center Specialist Requirements Passion, commitment, and drive to improve clients’ financial lives.
Ability to engage clients, understand their needs, and communicate solutions clearly.
Team-oriented with flexibility to work weekends and holidays.
Comfort with receiving feedback and adapting to ongoing changes.
Intermediate computer proficiency.
Self-motivated with strong organizational, decision-making, and problem-solving skills.
Desired Qualifications Experience providing card solutions.
Background in banking or financial services.
Call center or telephone sales experience.
Skills Client Experience Branding Customer and Client Focus Adaptability & Active Listening Problem Solving & Issue Management Referral Identification & Client Solutions Advisory Attention to Detail Knowledge of relevant laws, rules, and regulations Education Minimum: High School Diploma / GED / Secondary School or equivalent If you think this Financial Call Center Specialist position is a good fit for you, please reach out to me—feel free to call, e-mail, or apply to this posting!
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in the following location: Plano, TX. Relocation assistance is not available for this position.
For new hires starting, we are offering a signing bonus of $2,500. Bonus will be paid in one lump sum (minus applicable taxes) after 45 days of employment.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.
Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.
Documents relevant information as it relates to building a retirement income portfolio.
Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.
Develops and communicates appropriate retirement income strategies based on individual member needs.
Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.
Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).
Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.
Integrate risk management tools, products, and strategies to create an effective retirement income plan.
Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.
Guides and influences less experienced team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma required.
Active Group 1 Life & Health license and required maintenance or ability to acquire within 90 days of hire.
Required maintenance of FINRA Series 7 license.
Required maintenance of FINRA Series 66 (or 63 and 65) license.
Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.
4 years of financial industry and/or sales experience.
Experience delivering frequent written and oral communication.
Experience processing and analyzing information.
Experience fulfilling requests and meeting deadlines.
Experience resolving conflict and negotiating.
Experience multi-tasking in an operating systems environment.
Experience participating in or leading teams.
Successful completion of a job-related assessment may be required
What sets you apart:
US military experience through military service or a military spouse/domestic partner.
3+ years of direct Annuity Sales Experience
Experience working in an Inbound/Outbound Call Center
Retirement Income Certified Professional Designation (RICP)
Compensation range: The salary range for this position is: $74,240.00 - $133,620.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based on the Plano, TX Campus . Relocation assistance is not available for this position.
What you'll do:
Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s).
Monitors legislative initiatives that may impact economy, society, and personal financial situation.
Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's products and services.
May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Collaborates with team members to resolve issues and to identify appropriate issues for escalation.
Work Hours:
Monday – Friday / 7:30am – 7:00pm (Central)
An 8 hour shift will fall within these hours
This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
High School diploma or GED
Required maintenance of Life/Health license
Required annual completion of AHIP and Broker/Carrier appointments when applicable.
1 year of financial industry and/or life sales experience
Experience delivering frequent written and oral communication
Experience acquiring and applying new concepts and information
Experience processing and analyzing information
Experience fulfilling requests and meeting deadlines
Experience resolving conflict and negotiating
Experience multi-tasking in an operating systems environment
Experience participating in a team environment
Successful completion of a job-related assessment may be required
What sets you apart:
2+ years experience working in Sales with life insurance
1+ years experience working in a call center environment
CLU® - Chartered Life Underwriter or comparable designation
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $51,340 - $86,630.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the Plano, TX Campus . Relocation assistance is not available for this position.
What you'll do:
- Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures.
- Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information.
- Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations.
- Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s).
- Monitors legislative initiatives that may impact economy, society, and personal financial situation.
- Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services.
- May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed.
Work Hours:
- Monday – Friday / 7:30am – 8:00pm (Central)
- An 8 hour shift will fall within these hours
- This role is required to be in office, with potential hybrid opportunity after 6 months.
What you have:
- High School diploma or GED
- Required maintenance of Life/Health license and/or acquisition within 90 days
- Required annual completion of AHIP and Broker/Carrier appointments when applicable.
- Up to 1 year of financial industry and/or life sales experience
- Experience delivering frequent written and oral communication
- Experience acquiring and applying new concepts and information
- Experience processing and analyzing information
- Experience fulfilling requests and meeting deadlines
- Experience resolving conflict and negotiating
- Experience multi-tasking in an operating systems environment
- Experience participating in a team environment
- Successful completion of a job-related assessment may be required
What sets you apart:
- Active Group 1 Life and Health license
- 1+ yrs experience working in Sales with life insurance or financial services products
- 1+ yrs experience working in a call center environment
- CLU® - Chartered Life Underwriter or comparable designation
- US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $48,290 - $81,490.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card. You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You’ll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Commitment to community – Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
~ Ability to effectively ask questions and identify needs to improve the customer relationship
~ Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
~ Demonstrated skills in using digital technology to support the delivery of business goals
~ Aptitude to problem solve and provide solutions to customer issues
~ Ability to work branch hours, which can include weekends and evenings
~ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. Set aside 30-45 minutes for the self-guided assessment that includes games and questions. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. 1 year cash handling experience
Work Schedule: Varies with branch needs and may include weekends and evenings
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
Chief Financial Officer
StartDate: ASAP
Lead financial stewardship and long-term sustainability as Chief Financial Officer at Ray County Hospital and Healthcare in Richmond, Missouri.
The Position
- The Chief Financial Officer will play a crucial role in overseeing all financial operations, ensuring financial health, and contributing to the hospital's mission of delivering high-quality healthcare to the community.
- Reporting directly to the CEO, this leader will serve as a close strategic and operational partner.
- Key responsibilities include leading the continued implementation and support of initiatives to strengthen the revenue cycle, planning and developing the capital budget, and advancing technology within the department to improve operational efficiency.
- The ideal candidate will be a strong leader with a solid understanding of healthcare finance. This individual must be a transparent, forward-thinking leader with an open communication style and a willingness to mentor and educate others. Prior experience working in a Critical Access Hospital is essential.
Requirements
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field required; Master's degree preferred.
- CPA certification is preferred.
- Minimum of 10 years of financial management experience required; experience in a Critical Access Hospital (CAH) or rural healthcare setting is highly desirable.
The Community
- Located just 25 miles east of Kansas City, Richmond, Missouri offers a welcoming small-town atmosphere with convenient access to metropolitan amenities. Home to approximately 6,000 residents, Richmond combines rich history, civic pride, and a strong sense of community with the conveniences of nearby urban life.
- The community provides a wide range of cultural, recreational, and athletic opportunities. Richmond hosts festivals, arts programming, and sporting events throughout the year that celebrate local heritage and encourage community engagement. Known as the "Mushroom Capital of the World," Richmond is recognized for its abundance of wild morel mushrooms and the traditions that celebrate this unique regional distinction.
- Richmond features a historic downtown, shopping districts, quality schools, and an area hospital, along with convenient access to Highways 10 and 13. Outdoor enthusiasts enjoy an 18-hole golf course, approximately 60 acres of parkland, and amenities including a public swimming pool that support active, family-friendly living.
- With its blend of history, recreation, affordability, and proximity to Kansas City, Richmond offers an appealing quality of life for individuals and families seeking a close-knit community with access to both small-town charm and big-city opportunities.
The Organization
- Ray County Hospital and Healthcare is an independent, not-for-profit Critical Access Hospital located in Richmond, Missouri, serving Ray County and surrounding communities. Established in 1956, the organization has a long-standing commitment to providing professional, dependable, and cost-effective healthcare to the region. With approximately $25 million in net revenue, the hospital plays a vital role as a trusted healthcare anchor for the community.
- The hospital operates a 25-bed Critical Access Hospital and offers a comprehensive range of services designed to meet the needs of a rural population. Clinical offerings include emergency services, surgery, oncology, cardiac rehabilitation, pulmonary services, radiology, laboratory services, respiratory therapy, therapy services, transitional care, and an outpatient clinic, as well as Senior Life Solutions and dietary services.
- Ray County Hospital and Healthcare demonstrates a strong commitment to quality and clinical excellence. The organization holds Level III Stroke Certification and was recognized by the Chartis Center for Rural Health in 2022 with a Performance Leadership Award for excellence in Quality and Outcomes, reflecting its focus on patient safety, outcomes, and continuous improvement.
- Governed by a volunteer Board of Directors composed of engaged community members, Ray County Hospital and Healthcare maintains deep local ties and a mission-driven approach to care delivery. The five-member voting board provides active oversight and operational involvement, reinforcing the organization's dedication to serving the healthcare needs of the community with integrity and accountability.
Please direct all inquiries, applications, and referrals to:
Christine Young
Executive Recruiter
913-752-4532
#BESrecruitment
#LI-CY1
Job Benefits
About the Company
At AMN Healthcare, we strive to be recognized as the most trusted, innovative, and influential force in helping healthcare organizations provide quality patient care that continually evolves to make healthcare more human, more effective, and more achievable.
CFO, Chief Financial Officer, Vice President of Finance, Vice President Finance, Chief, Chief, Cheif Medical
Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals.
Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions
As a Bankers Life Financial Services Professional Expect To:
- Build - Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
- Gain Expertise - Obtain knowledge beyond licensed agent training through sponsored course work, and proprietary agent development training.
- Guide - Presenting clients with the ability to preserve their retirement and grow their wealth. Use the latest software, and product illustrations to guide clients through important financial decisions.
- Own - Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or construct and lead your own team of agents and representatives.
How Bankers Life will provide support:
- Hybrid Experience - Flexible in-office schedules once you complete your agent training and take off as a producing agent.
- Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
- Award-winning Training - Our training, conducted in office, by successful field leaders will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for eleven years and counting and a CLO LearningElite winner for five years and counting.
- Advancement Opportunities - Benefit-eligible management positions within local branch structure.
What makes a great Financial Services Professional?
- Informative - Ability to present complicated concepts effectively and maintain uncompromising principals, such as honesty and integrity.
- Driven - Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
- Sociable - Strong relationship building and communication skills will bond you with clients and colleagues.
- Dreamer - Competitive and entrepreneurial spirit to achieve success both for yourself and others.
The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join the team!!
About us:
With a rich history dating back to 1879, Bankers Life has grown from our founder's simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.
Compensation & Benefits:
- Commission structure designed to grow with you
- Renewable income and Bonus programs
- Fully paid insurance licensing study course, SIE, Series 6, Series 63, CFP, and more
- Retirement Savings Program
LocationAtlanta, Georgia
Full/Part TimeFull-Time
Regular/TemporaryRegular
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About Us
Overview
Georgia Tech prides itself on its technological resources, collaborations, high-quality student body, and its commitment to building an outstanding and diverse community of learning, discovery, and creation. We strongly encourage applicants whose values align with our institutional values, as outlined in our Strategic Plan. These values include academic excellence, diversity of thought and experience, inquiry and innovation, collaboration and community, and ethical behavior and stewardship. Georgia Tech has policies to promote a healthy work-life balance and is aware that attracting faculty may require meeting the needs of two careers.
About Georgia Tech
Georgia Tech is a top-ranked public research university situated in the heart of Atlanta, a diverse and vibrant city with numerous economic and cultural strengths. The Institute serves more than 45,000 students through top-ranked undergraduate, graduate, and executive programs in engineering, computing, science, business, design, and liberal arts. Georgia Tech's faculty attracted more than $1.4 billion in research awards this past year in fields ranging from biomedical technology to artificial intelligence, energy, sustainability, semiconductors, neuroscience, and national security. Georgia Tech ranks among the nation's top 20 universities for research and development spending and No. 1 among institutions without a medical school.
Georgia Tech's Mission and Values
Georgia Tech's mission is to develop leaders who advance technology and improve the human condition. The Institute has nine key values that are foundational to everything we do:
1. Students are our top priority.
2. We strive for excellence.
3. We thrive on diversity.
4. We celebrate collaboration.
5. We champion innovation.
6. We safeguard freedom of inquiry and expression.
7. We nurture the wellbeing of our community.
8. We act ethically.
9. We are responsible stewards.
Over the next decade, Georgia Tech will become an example of inclusive innovation, a leading technological research university of unmatched scale, relentlessly committed to serving the public good; breaking new ground in addressing the biggest local, national, and global challenges and opportunities of our time; making technology broadly accessible; and developing exceptional, principled leaders from all backgrounds ready to produce novel ideas and create solutions with real human impact.
Department Information
The Daniel Guggenheim School of Aerospace Engineering has quietly resided among the top 5 aerospace engineering schools in the country for more than a decade - attracting the best minds to study on our Atlanta campus. With a faculty of more than 40 tenure-track professors and enrollment of more than 1,800, the School brings both breadth and depth to its research, scholarship, and instruction that few institutions can match. The Aerospace Engineering School at Georgia Tech is currently ranked #2 (Sept. 2025) in the nation for undergraduate programs and #2 (April 2025) in the nation for graduate programs.
Job Summary
The Manager of Finance serves as a key operational leader within the Daniel Guggenheim School of Aerospace Engineering (AE) Finance team and provides dedicated financial support to both AE and the Aerospace Systems Design Laboratory (ASDL). This role oversees daily financial operations, supervising and developing a team responsible for processing and reviewing routine financial transactions, monitoring budgets, reconciling accounts, and maintaining the accuracy and integrity of financial data across state, sponsored, and other funding sources. The Manager ensures timely financial reporting, compliance with institutional and sponsor requirements, and effective internal controls. Working closely with AE administrative partners and ASDLs Executive Director and senior research leadership, the position provides financial analysis, operational guidance, and budget oversight to support research activities, resource planning, and the successful execution of complex academic and research initiatives.
Responsibilities
Job Duty 1 -
Develop and administer unit financial operating policies and procedures consistent with Institute policy.
Job Duty 2 -
Oversee and coordinate the preparation and administration of unit budgets including amendments.
Job Duty 3 -
Manage the recording of financial transactions and generation of financial related reports on both scheduled and ad hoc basis.
Job Duty 4 -
Manage the maintenance of unit financial related files and records
Job Duty 5 -
Monitor and maintain records of unit purchases.
Job Duty 6 -
Supervise, train and develop unit financial staff
Job Duty 7 -
Advise unit management regarding financial issues.
Job Duty 8 -
Perform other duties as assigned
Required Qualifications
Educational Requirements
Bachelor's Degree in Accounting, Business, Finance or related field or equivalent combination of education and experience
Required Experience
Five to six years of job related experience
Preferred Qualifications
- Higher Education Experience
- Workday Financial Systems
- Research Administration/Post Award Support
- Certified Research Administrator (CRA)
- Business Analyst Experience
Knowledge, Skills, & Abilities
SKILLS
This job requires advanced knowledge of accounting principles and practices as applied within a university environment. This includes skills in the application of accounting staff supervision, communications and problem solving. Use of office and finance/accounting related computer applications and systems is required.
USG Core Values
The University System of Georgia is comprised of our 25 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at policymanual/section8/C224/#p8.2.18_personnel_conduct.
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at policymanual/section6/C2653.
Equal Employment Opportunity
The Georgia Institute of Technology (Georgia Tech) is an Equal Employment Opportunity Employer. The Institute is committed to maintaining a fair and respectful environment for all. To that end, and in accordance with federal and state law, Board of Regents policy, and Institute policy, Georgia Tech provides equal opportunity to all faculty, staff, students, and all other members of the Georgia Tech community, including applicants for admission and/or employment, contractors, volunteers, and participants in institutional programs, activities, or services. Georgia Tech complies with all applicable laws and regulations governing equal opportunity in the workplace and in educational activities.
Equal opportunity and decisions based on merit are fundamental values of the University System of Georgia ("USG") and Georgia Tech. Georgia Tech prohibits discrimination, including discriminatory harassment, on the basis of an individual's race, ethnicity, ancestry, color, religion, sex (including pregnancy), national origin, age, disability, genetics, or veteran status in its programs, activities, employment, and admissions. Further, Georgia Tech prohibits citizenship status, immigration status, and national origin discrimination in hiring, firing, and recruitment, except where such restrictions are required in order to comply with law, regulation, executive order, or Attorney General directive, or where they are required by Federal, State, or local government contract.
Other Information
Salary range: $80,000.00 to $88,000.00 Based on Experience and Education
Location: Atlanta, GA
Job grade: G08
This is a supervisory position.
This position does have any financial responsibilities.
This position will not be required to drive.
This role is considered a position of trust.
This position does not require a purchasing card (P-Card).
This position will not travel
This position does not require security clearance.
Background Check
A successful candidate must be able to pass a background check, which will include a credit check. Please visit employment/pre-employment-screening