Financial professionals are responsible for building long-term client relationships and delivering customized financial strategies. They must identify client needs and provide financial services that support their long-term financial well-being.
The role involves cultivating a client network within the education, healthcare, and government sectors to provide tailored financial products and services. You will be responsible for analyzing client data, implementing financial solutions, and maintaining ongoing client service.
The Client Care Representative acts as a brand ambassador by resolving health and dental inquiries for plan members and providers via phone and email. They also perform investigative tasks to identify and report potential fraud to the investigations team.
Resolve health and dental benefits inquiries from plan members, medical providers, and internal teams by phone and email, using knowledge of group benefits and taking ownership of customer outcomes. Refer suspicious claims to the Fraud Investigations team and report potential fraud-related findings.
Resolve health and dental benefits inquiries from plan members, medical providers, and internal teams by phone and email, using group benefits expertise and strong customer service. Investigate suspicious claims and refer potential fraud findings to the Fraud Investigations team.
Resolve health and dental benefits inquiries from plan members, medical providers, and internal teams, primarily by phone and also by email. Investigate suspicious claims and refer potential fraud findings to the Fraud Investigations team.
Resolve health and dental benefits inquiries from plan members, medical providers, and internal teams by phone and email, using group benefits expertise to provide accurate customer service. Investigate and refer suspicious claims to the Fraud Investigations team and alert the department to potential fraud findings.
The Financial Professional Advisor will build trusted relationships with clients by providing proactive support, guidance, and investment insights. They will serve as a primary point of contact to coordinate resources, address client needs, and identify new opportunities as financial goals evolve.
The Regional Vice President will develop and manage consultative relationships with financial advisors to promote and sell mutual funds and model portfolios. They are responsible for territory management, training internal wholesalers, and achieving specific sales goals while maintaining a pipeline in Salesforce.
Assess mortality and financial risk for individual life insurance applications through detailed analysis of medical and financial data. Collaborate with reinsurance partners and mentor junior underwriters to ensure accurate, timely, and well-reasoned underwriting decisions.
The Senior Underwriter performs risk assessments for life and critical illness insurance products while ensuring compliance with legislative and reinsurance standards. They also provide mentorship to other underwriters and contribute to the continuous improvement of underwriting processes.
The Client Relationship Specialist manages advisor relationships, provides training on company platforms, and ensures superior service standards for group clients. They work closely with internal teams to resolve complex issues and coordinate the implementation of plan amendments.
The Director of Insurance Sales is responsible for business development and account management within the WFG advisor channel. This role involves providing case consultation, product support, and delivering presentations to drive sales for the Individual Life and Health Insurance division.
The Associate Group Account Executive supports Group Account Executives by managing the end-to-end quote process, preparing proposals, and coordinating with underwriting and internal teams. They also assist with renewal activities, maintain client records, and serve as a primary point of contact for advisors and clients.
The consultant will support the underwriting team through coaching, mentoring, and the development of educational initiatives while identifying and mitigating operational risks. They will also oversee underwriting performance, manage high-risk file reviews, and provide subject matter expertise to cross-functional teams.
The Senior Underwriting Consultant will lead underwriting risk management initiatives, including auditing performance, managing high-risk file reviews, and developing underwriting policies. They will also provide subject matter expertise to cross-functional teams and support the ongoing development of the underwriting team through coaching and education.
The consultant will support the underwriting team through coaching, mentoring, and the development of educational opportunities while identifying emerging risks. They are also responsible for auditing performance, managing high-risk file reviews, and providing subject matter expertise to cross-functional teams.
The Senior Underwriting Consultant will provide leadership and technical expertise to the underwriting team while identifying and mitigating operational risks. They are responsible for auditing performance, managing complex file reviews, and contributing to the modernization of underwriting frameworks and policies.
The associate will focus on networking to discover new talent and coaching financial professionals to foster team growth. They will also collaborate with local leadership to implement company strategies and ensure compliance with brand standards.
The associate will provide inside sales support to prospective advisors and assist the investment wholesaling team in expanding sales reach. Responsibilities include generating leads, building advisor relationships, and managing product-related inquiries through various communication channels.
The Inside Sales Associate will support the Investment Wholesaling team by generating leads, managing advisor relationships, and promoting product knowledge. They will also act as a primary point of contact for partners and provide specialized status reporting.
The Inside Sales Associate will provide sales support to prospective advisors and help expand sales reach to drive growth. Responsibilities include generating leads, managing advisor relationships, and promoting product knowledge through webinars and status reporting.
The Inside Sales Associate will support the Investment Wholesaling team by generating leads, building advisor relationships, and promoting product knowledge through webinars. They will also act as a primary point of contact for partners and manage specialized status reporting.
The associate will provide inside sales support to the Investment Wholesaling team to help prospective advisors and increase overall growth. Responsibilities include generating leads, building advisor relationships, conducting webinars, and managing product-related inquiries.
The associate will provide inside sales support to prospective advisors to help increase overall growth for the investment wholesaling team. Responsibilities include generating leads, building advisor relationships, conducting webinars, and managing product-related inquiries.
The Inside Sales Associate will support the Investment Wholesaling team by generating leads, managing advisor relationships, and promoting product knowledge. They will also act as a primary point of contact for partners and produce specialized status reports.
The Inside Sales Associate will partner with the Investment Wholesaling team to generate leads, build advisor relationships, and support new business growth. They will also act as a primary point of contact for inquiries, conduct webinars, and manage status reporting.
The Inside Sales Associate will support the Investment Wholesaling team by generating leads, building advisor relationships, and promoting product knowledge. They will also act as a primary point of contact for partners and provide specialized status reporting.
The Inside Sales Associate will support the Investment Wholesaling team by generating leads, building advisor relationships, and promoting product knowledge. They will also act as a primary point of contact for partners and provide specialized status reporting.
The Client Relationship Specialist manages the end-to-end implementation lifecycle for Group Benefits, serving as the primary point of contact for advisors and new clients. They are responsible for translating client requirements into internal systems and ensuring accurate plan installation while coordinating with cross-functional teams.
