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Financial Representative Salary in Georgia, USA

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Financial Representative
Modern Woodmen of America, Dalton
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About youEntrepreneurial mindsetCommunity orientedCommunication skillsResponsibilitiesWork with current or new members to provide them information about the financial services their families could utilizeNetworking with individuals throughout the communityContinuously prospecting in order to secure appointmentsParticipating in mentor-lead appointmentsAsking customers for favorable introductionsEngaging in personal observation through the communityParticipating in fraternal activitiesBenefits and PerksHands-on, extensive training program Medical, dental and vision Insurance paid for401(k) retirement planning with company matchNon-contributory pension plan Group term life insurance benefitsExpense-paid trips, valuable prizes, and exciting incentivesAbout UsSince 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.Modern Woodmen of America is an equal opportunity employer.
Financial Representative
Modern Woodmen of America, Macon
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About youEntrepreneurial mindsetCommunity orientedCommunication skillsResponsibilitiesWork with current or new members to provide them information about the financial services their families could utilizeNetworking with individuals throughout the communityContinuously prospecting in order to secure appointmentsParticipating in mentor-lead appointmentsAsking customers for favorable introductionsEngaging in personal observation through the communityParticipating in fraternal activitiesBenefits and PerksExtensive hands-on training programMedical, dental and vision Insurance paid for401(k) retirement planning with company matchNon-contributory pension planGroup term life insurance benefitsExpense-paid trips, valuable prizes, and exciting incentivesAbout UsSince 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.Modern Woodmen is an equal opportunity employer.
Financial Representative
Modern Woodmen of America, Warner Robins
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About youEntrepreneurial mindsetCommunity orientedCommunication skillsResponsibilitiesWork with current or new members to provide them information about the financial services their families could utilizeNetworking with individuals throughout the communityContinuously prospecting in order to secure appointmentsParticipating in mentor-lead appointmentsAsking customers for favorable introductionsEngaging in personal observation through the communityParticipating in fraternal activitiesBenefits and PerksExtensive hands-on training programMedical, dental and vision Insurance paid for401(k) retirement planning with company matchNon-contributory pension planGroup term life insurance benefitsExpense-paid trips, valuable prizes, and exciting incentivesAbout UsSince 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.Modern Woodmen is an equal opportunity employer.
Financial Services Cloud Senior Principal, Global Salesforce
Slalom, LLC, Atlanta
Who You'll Work WithIn our Salesforce business, we help our clients bring the most impactful customer experiences to life and we do that in a way that makes our clients the hero of their transformation story. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. As the 3rd largest Salesforce partner globally and in North America, we are committed to growing and developing our Salesforce talent, offering continued growth opportunities, and exposing our people to meaningful work that aligns to their personal and professional goals.Job Title: Salesforce - FSC, Solution Architect, Senior PrincipalWho You Are: You are the Salesforce subject matter expert, responsible for client delivery, proposals, new business pursuits, recruiting, asset development, complex solutioning, and knowledge management.Responsibilities:Expertise and experience with FSC including configuration of the FSC PlatformExpert level understanding of various components of the Salesforce product suite, such as Sales, Service, Community, Marketing, and App CloudsTranslate business requirements into well architected solutions that best leverage the Salesforce.com platformLead technical design sessions; architect and document technical solutions aligned with client business objectives; identify gaps between client's current and desired end statesManage the technical delivery of custom development, integrations, and data migration elements of a Salesforce.com implementationManage technical scopes and client expectationsDemonstrate technical thought leadershipConduct code reviews for ongoing projects to ensure that code quality is at the highest level possible and appropriate design patterns are being usedProvides oversight and governance of all sold and managedSalesforce.comprojectsDrives business development with the proper information, tools, and subject matter expertise to sell engagements and provide detailed estimates within the offeringCoach and mentor junior technical resources; own responsibility for ongoing technical development of technical resources on Salesforce projectsInterview potential candidates Serve as a mentor/lead and people manger within the teamAbility to travel 20%Qualifications:10+ years of Consulting or Industry (Banking, Fins) experienceExperience and expertise with FSC, including configuration of the FSC PlatformMinimum 3 years of Salesforce platform experience (5+ years preferred)Proven ability to design and optimize business processes and integrate business processes across disparate systemsExpert understanding of multiple facets of the Salesforce.com product suite, such as Salesforce 1, Sales Cloud, Service Cloud, Marketing Cloud, Platform and the App ExchangeConfiguration experience using the Salesforce.com point-and-click developer interfaceAwareness of programmatic solutions on the Salesforce platform including Apex and VisualForceUnderstanding of the Salesforce.com data loader for data migration activities in Salesforce.comStrong background in design and development of enterprise systems as part of a complete software product lifecycleFamiliarity with agile software delivery methodologies such as ScrumDeep functional and technical understanding of SaaS, PaaS, IaaS and other Cloud Computing Services is a mustKnowledge of integration architecture as well as third-party integration tools and ETL (Such as Mulesoft, Informatica, Jitterbit etc. ) with Salesforce.comExcellent client-facing written and oral communications skillsActive Salesforce certifications or ability to achieve relevant certifications upon hireAbout Us Slalom is a purpose-led, global business and technology consulting company. From strategy to implementation, our approach is fiercely human. In eight countries and 45 markets, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by close partnerships with over 400 leading technology providers, our 13,000+ strong team helps people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For seven years running. Learn more at slalom.com. Compensation and BenefitsSlalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that includemeaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range for the Senior Principal role is $159,000-$217,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and AccommodationsSlalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process. We will accept applications on an ongoing basis until a candidate is selected for the position.We will accept applications on an ongoing basis until a candidate is selected for the position.
Financial Representative
Modern Woodmen of America, Rome
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About youEntrepreneurial mindsetCommunity orientedCommunication skillsResponsibilitiesWork with current or new members to provide them information about the financial services their families could utilizeNetworking with individuals throughout the communityContinuously prospecting in order to secure appointmentsParticipating in mentor-lead appointmentsAsking customers for favorable introductionsEngaging in personal observation through the communityParticipating in fraternal activitiesBenefits and PerksHands-on, extensive training program Medical, dental and vision Insurance paid for401(k) retirement planning with company matchNon-contributory pension plan Group term life insurance benefitsExpense-paid trips, valuable prizes, and exciting incentivesAbout UsSince 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.Modern Woodmen of America is an equal opportunity employer.
Financial Services Professional
Global Financial Impact, Atlanta, GA, US
We are looking for entrepreneurial minded individuals who are looking to build a business within the Financial Services Industry.Company Features:-Ability to be compensated highly in the highest paid industry-Personal Income-Passive Income-Expansion Income-Residual IncomeResponsibilities include:-Complete Our comprehensive training program where you will first obtain your Life Insurance License with the state.-Meet with prospective clients to understand their financial goals and design a comprehensive financial plan that meets their future goals.-Attend team meetings to further understand how to improve your business craft by learning from the best within our company.-Ability to build and scale your financial business by learning how to expand your own agency.Requirements-Obtain State License after onboarding- Attend all trainings
Financial Representative
Bankers Life, Buford
As an Entry Level Insurance Sales Agent, you will • Schedule appointments to assess clients' financial needs • Provide expert life and health insurance recommendations • Deliver excellent customer service to clients Compensation: • Commission and bonus-based position • First-year agents typically earn $41,000 - $62,000 on average • New agents can receive up to $12,000 in production-based incentives in the first year • Up to $5,000 bonuses available in the first four months • Experienced agents earn $100,000+ in commissions and bonuses Support for your career: • Flexible work environment after completing training (4-12 weeks) • Set your own hours and work onsite, in the field, or in a blended capacity • Training provided by successful field leaders • Pre-licensing training provided free of charge; state exam fees are the individual's responsibility • Management positions with benefits available within local branches • Our entry-level agents come from diverse backgrounds and do not need prior sales experience What will set you apart: • You have a sales-oriented mindset and willingness to connect with clients • You are passionate for building sales relationships • You are goal-oriented with a focus on sales success • You have excellent time management and organizational skills Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com
Associate Financial Representative
Modern Woodmen of America, Atlanta
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation. Community oriented - has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed. Communication skills - potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations. Experience in the Finance and Insurance industry - for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities! Responsibilities Work with current or new members to provide them information about the financial services their families could utilize. Networking with individuals throughout the community. Continuously prospecting in order to secure appointments. Participating in mentor-lead appointments. Asking customers for favorable introductions. Engaging in personal observation through the community. Participating in fraternal activities. Benefits and Perks Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives About Us Named to Forbes' list of World's Best Insurance Companies for 2023 Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. What Makes us Different - Why Modern Woodmen? In terms of assets, Modern Woodmen of America is the nation's third-largest fraternal benefit society. Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact. As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, "Make an Impact" Scholarship opportunities, and "Do Good" Grants. We want to support and invest in YOU and the things you hold most important. 2023 MWA Community Impact statistics Approximately 2,200 local chapters and 500 youth service clubs nationwide$46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.$18.2 million in support of members and their communities in 2023.Modern Woodmen is an equal opportunity employer (EOE).
Financial Counselor E&E RC
Wellstar Health Systems, MARIETTA
Overview The Financial Counselor E&E RC is a proactive member of an interdisciplinary team of licensed and unlicensed care givers who ensure that patients, families and significant others receive individualized high quality, safe patient care. It is expected that all RN Clinical Nurses - are licensed, knowledgeable and uphold the practice of nursing as outlined by the Georgia Professional Nurse Practice Act and implements the Scope of Practice and Code of Ethics Standards put forth by the American Nurses Association. Schedule:Full Time Shift: Day Shift Level: 6+ years of experience Success Profile Find out what it takes to succeed as a Financial Counselor E&E RC: Collaborative Time Efficient Organized Critical Thinker Attention to Detail Compassionate Benefits that Reflect Your Contributions Your Pay A compensation program designed for fair and equitable pay. Your Future Secure your future with plans that also include an employer match. Plans and guidance for the future. Your Wellness Traditional healthcare benefits combined with progressive wellness programs to help you be your best self!. Your Joy Special and unique benefits and programs ensuring a balanced life and a workplace culture built on trust. Job Details Facility: Kennestone HospitalJob Summary:Shift: 7:30 AM -4:00 PMThis position represents WellStar facilities in financial matters pertaining to communication with patients and insurance companies, appropriately documenting and reporting payment information, educating patients regarding available payment options, financial assistance or other available services. Has a working knowledge of the rules and regulations pertaining to government programs to include appeals and hearing requests. Responsible for updating patient account information during pre-admission, inpatient, and outpatient phases of the patient's visit. Screens In-house referrals within a defined timeframe. Files patient applications with applicable government agency/program. Collect and submit verifying documents necessary for application approval and follow up as needed until final approval is received. Review application denials with patient and file timely appeals. Field visits may be required as needed to contact patient to obtain missing or incomplete information. Possess the ability to communicate with hospital case managers, social services and admissions staff on screening determination outcomes. Provide detailed documentation in the electronic system of application status or pertinent details of a case.Acts as intermediary with Admitting, Business Office, patients and family members while the patient is hospitalized. Maximizes point of service collections by addressing and resolving patient liability balances, current and outstanding prior to or by patient discharge. Minimizes financial risk for the patient and for WellStar Health System to identify the correct insurance plan, plan type, and WellStar's network participation. Coordinate appropriate notification and verification to obtain precertification or authorization for services rendered as applicable.Strong customer Service skills are required, as well as the ability to communicate effectively with internal and external customers to include patients, families, insurance providers and Physicians.Identify and offer any discount programs for which the patient may qualify based on services and location. Identify any applicable alternative sources of payment and provide referrals and or applications to state, federal or other local agencies that may provide financial assistance as applicable for the services and the service location.Follows established internal policies and procedures for processing payments, receipts, cash handling etc.Strong organizational skills are required. Sorts, files and maintains various documents and electronic records.. Assists with general hospital information and directions to departments both internally and externally . Dresses in appropriate business attire. Strong verbal and written communication skills are required. Responsible for responding to patient inquiries regarding charges and account settlement.Core Responsibilities and Essential Functions:Financial- Collects the estimated financial responsibility for current services as well as any outstanding guarantor balances, regardless of patient class at the earliest possible collection control point.- Monitors in-house accounts and makes financial arrangements with guarantors for payment of their full financial responsibility prior to discharge.- Communicates with Medicaid Eligibility Vendor to determine eligibility and approval/ denial status, as needed. For discharged referrals, contact by phone or letter within 10 days of referral.- Completes financial evaluation forms to document guarantors' income, expenses, assets and liabilities.- Identifies those patients without adequate insurance coverage. Makes personal contact with guarantor to determine guarantor's ability to pay non-covered charges, as well as to determine potential eligibility for financial assistance programs. (i.e. Medicaid).- Maintains a list of health care financial assistance programs and the eligibility requirements for each program. Refers patients/guarantors to sources of outside funding assistance, distributes financial assistance (i.e. Medicaid) applications as needed.- Works efficiently and accurately within designated time frames to ensure a continuity of information and cash flow.- Interviews guarantors at time of registration, or at least within 24 hours of admission, to verify complete insurance and financial information. Explain financial options,and collect the estimated financial responsibility.- Documents concise and understandable notes regarding all collection activity, as well as each patient or guarantor interaction. Documents all efforts to collect guarantor account balances, other self-pay collection activities and referrals to Medicaid.- Coordinates financial counseling activities with Admitting, Outpatient Registration, Emergency Registration, Utilization Review, Nursing, Social Services, and Patient Financial Services.- Verifies insurance coverage and benefits.- Consistently meets or exceeds department productivity standards. Formally reports results of collection activity to direct supervisor, daily or according to policy. Provides feedback to PAS management concerning collection and data integrity issues.- Responsible for completion of appropriate errors and issues in Workqueues. Quality/ Safety- Reviews daily census and/or applicable workqueues and visits hospital patients when appropriate, verifies patient coverage, benefits, and collects estimated patient liable amounts.- Interviews each patient or representatives to obtain complete and accurate demographic, financial and insurance information.- Obtains all necessary signatures and is knowledgeable regarding any special forms that may be required by the patients third-party payer.- View charges to determine financial estimates and collects appropriate co-pays/ and or deductibles.- Makes corrections and updates patient account information in computer.- Documents thorough explanatory notes on patient accounts, concerning any non-routine circumstances, clarifying special billing processes.- Maintains a working knowledge of available information system capabilities and performs all system applications that are required.- Understands and applies WHS philosophy and objectives, and WellStar and any departmental. policies and procedures, as related to assigned duties. Understands the admission, outpatient and emergency registration process.- Maintains confidentiality of patient information, in accordance with WHS policy and HIPPA regulations.- Consistently demonstrates the ability to organize work.- Recognizes and establishes appropriate work priorities and completes work in a productive manner.- Maintains proficiency in data entry skills.- Assists with Medicaid screening on all accounts.- Resolves errors in assigned Workqueues. Customer Service- Greets all guest with a positive and professional attitude.- Answers incoming phone calls and follows through with requests made.- Maintains courteous and cooperative working relationships with WHS management, patients, physicians, other professional contacts, and the public. Demonstrates ability to tactfully handle difficult situations.- Presents a well-groomed and professional image in coordination with dept/ hospital dress codes.- Uses appropriate telephone etiquette and scripting.- Is flexible with work hours to meet department needs- Meets service recovery and customer service guidelines- Stays current and conveys knowledge of various insurance plans to customers as needed.- Works well with Team Members and understands appropriate department process.- Identifies and requests additional information as needed to complete authorization requestsExpected Performance, Behaviors and Results: The WellStar Experience (Must demonstrate a commitment to Service Excellence by):- Creating first impressions, memorable moments and impressions that fulfill the expressed and unexpressed wishes and needs of patients and family members.- Valuing patients and family members as partners in their care.- Having world-class processes in place.- Delivering high-touch care that is reliable, responsive and coordinated.- Focusing on constant innovation and creating improvements.- Celebrating our diversity with sensitivity and understanding.- Embracing the idea that we are all owners of our health system. General- Adheres to scheduled work hours and provides proper notice of absences, tardies and any other work schedule changes.- Cross-trains in all areas of registration.- Attends departmental meetings at the request of WellStar Management.- Completes all required and/or mandatory training.- Maintains multiple login credentials to utilize various tools to access third-party and insurance web portals for insurance verification and precertification processes.- Performs other duties as assigned.Required Minimum Education:High school diploma Required orGED Required andBachelor's Degree PreferredRequired Minimum License(s) and Certification(s):All certifications are required upon hire unless otherwise stated.Certified Patient Account RepAdditional License(s) and Certification(s):Georgia HFMA (Hospital Financial Management Association) or similar within 12 months of hire date.RequiredRequired Minimum Experience:Minimum 2 years At least two years of related experience, in a healthcare or institutional work setting. Worked in healthcare setting performing Insurance verification and prior authorizations. Required andDemonstrated ability working in the Epic Electronic Health Record.RequiredRequired Minimum Skills:Typing or data entry competency of 40 words/minute.Cash handling and balancing. Demonstrated professionalism, effective verbal and written communication skills and active listening skills.Proficiency using Microsoft Office Suite (WORD, Excel, PowerPoint, Access, Outlook)Share the opportunity Mission, Vision & Values At a time when the healthcare industry is changing rapidly, Wellstar remains committed to exceeding patients' and team members' expectations, while transforming healthcare delivery.Our Mission To enhance the health and well-being of every person we serve.Our Vision Deliver worldclass health care to every person, every time.Our Values We serve with compassion We pursue excellence We honor every voice
Financial Representative
Modern Woodmen of America, Alpharetta
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.About youEntrepreneurial mindsetCommunity orientedCommunication skillsResponsibilitiesWork with current or new members to provide them information about the financial services their families could utilizeNetworking with individuals throughout the communityContinuously prospecting in order to secure appointmentsParticipating in mentor-lead appointmentsAsking customers for favorable introductionsEngaging in personal observation through the communityParticipating in fraternal activitiesBenefits and PerksExtensive hands-on training programMedical, dental and vision Insurance paid for401(k) retirement planning with company matchNon-contributory pension planGroup term life insurance benefitsExpense-paid trips, valuable prizes, and exciting incentivesAbout UsSince 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact.Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.Modern Woodmen is an equal opportunity employer.