Financial Advisor at Dynamic Wealth Strategies Inc

💰 Highest-Paid Call Center Service Advisor in Columbus

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FT Call Center Service Advisor - Work From Home

The Eastwood Company Blacklick, Ohio

Competitive pay / Health, dental & vision / 401k match / PTO / Computers provided - As a Call Center Service Advisor you'll: Help customers over phone, email and live chat with orders and problem-solving; Work within the company's computer system to place and research customer orders, as well as doc

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Financial Advisor - Columbus Metro and Grove City OH

Thrivent Financial Columbus, OH

Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you'll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

FT Call Center Service Advisor - Work From Home

The Eastwood Company Columbus, GA

[Customer Service / Remote] - Anywhere in U.S. / Competitive pay / Health, dental & vision / 401k match / PTO / Computers provided - As a Call Center Service Advisor you'll: Help customers over phone, email and live chat with orders and problem-solving; Work within the company's computer system to place and research customer orders, as well as document conversations and actions; Pitch in where needed to drive a positive customer experience...Hiring Fast >>

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College Admissions Advisor - Columbus, OH

Jovie Columbus, OH

We are seeking a candidate with a bachelor's degree in communication, liberal arts, education, or a related field of study. Qualified candidates should be prepared to work with a wide variety of clients and personality types. Clients include high school students, their parents, and current college students. Advisors must be able to lead client meetings with confidence and possess strong interpersonal communication skills. Advisors must be prepared to serve as a counselor, liaison, interpreter, mediator, and advisor, all-in-one and dependent on the client's needs. Professionally advising, researching, and active listening are core skill sets necessary to perform in this position, all working toward helping a family and a student prepare for going off to college. Duties Include: Provide resources and suggestions to match clients' interests with majors and minors, and suggest schools that excel in those areas while meeting their fit factors. Advise students about program outcomes and career outlook. Teach and practice job skills such as interviewing, resume writing, and professional communication. Keep clients on pace with the college planning process, ensuring they meet all necessary admission and financial deadlines. Analyze the financial health of colleges/universities and help clients understand the financial aid process. Help students learn to research and identify sources of financial support for the school. Assist students in developing, editing, and producing college essays through camps and one-on-one consultation. Counsel current college students who are considering a major change. Help clients assess their collegiate options and select the right school for the right price. Experience: Previous experience working with students in an educational setting Knowledge of college admissions processes and requirements Familiarity with financial aid options and scholarship opportunities Strong communication and interpersonal skills to effectively educate and guide students Ability to analyze academic records and provide personalized recommendations Excellent organizational skills to manage multiple tasks and deadlinesKnowledge of college admissions processes and requirements Familiarity with financial aid options and scholarship opportunities Strong communication and interpersonal skills to effectively educate and guide students Ability to analyze academic records and provide personalized recommendations Excellent organizational skills to manage multiple tasks and deadlines Advisors typically meet with clients Monday-Friday from 2:00 pm - 8:00 pm, and Sunday from 12:00 pm - 8:00 pm with the flexibility to create their schedule. Staff meetings often occur in the morning to accommodate client meetings. This is a paid hourly position, with career advancement potential for candidates in Columbus, Ohio. This is an exciting opportunity for a motivated individual who is passionate about helping students achieve their educational goals. As a College Advisor, you will play a crucial role in guiding students through the college application process and providing them with the necessary resources to succeed. Join our team and make a difference in the lives of young individuals as they pursue higher education. Note: This job description is intended to provide a general overview of the position. It is not an exhaustive list of responsibilities or qualifications. Job Types: Full-time, Part-time Salary: $18.12 - $21.82 per hour

Admissions Advisor

Werner Enterprises Columbus, OH

WE WANT YOU! Roadmaster Drivers School, a Premier National Commercial Truck Driver Training School and a subsidiary of Werner Enterprises, Inc., is currently seeking a highly motivated, professional Admissions Advisor to join our team. What We Offer : Immediate Full-Time Position Available Competitive Wages Paid Bi-Weekly + Commission Structure Health Insurance, Dental Insurance and Vision Insurance Company provided Life and AD&D Insurance Various other Insurance Benefits available Paid Vacation & Sick Time 401(k) Retirement Plan w/ Company Match Employee Stock Purchase Program w/ Company Match Employee Perks Program through Abenity® Opportunities for Advancement If you are a career-minded sales professional with a passion for helping others in a position with real earning potential, look no further! Job Description As an Admission Advisor, you will be responsible for communicating with Roadmaster leads and inquiries in order to enroll interested prospective students into Roadmaster's Commercial Truck Driver Training Program. You will be involved daily with helping individuals improve their lives and income through career training while enjoying a stable and rewarding position with an organization that rewards best in class performers. Qualifications Previous sales or admissions experience Salesforce® or CRM experience strongly preferred, basic computer skills required Ability to professionally and effectively communicate Roadmaster's mission, goals and course offerings to applicants through both verbal and non-verbal communication Ability to work in a professional office and school environment College degree preferred, minimum high school diploma or equivalent required High energy with a positive attitude and passion for overcoming challenges and helping individuals improve their lives through career training Ability to obtain and maintain licensure as required by applicable state regulations Possess demonstrated knowledge, skills and leadership ability to perform the duties of enrolling students into Roadmaster's programs Werner Enterprises provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, genetic information or veteran status or other status protected by law. We encourage applicants of all ages as we do not discriminate on the basis of an applicant's age. By clicking "Submit" you are expressly consenting to our Privacy Policy (available at https://www.werner.com/privacy-policy/) and to Werner Enterprises, Inc., its representatives, and affiliates ("Werner") contacting you about your inquiry, and that Werner may collect sensitive information about you to consider your employment as explained further in our Privacy Policy. All information collected will be handled and retained as explained in the Privacy Policy.

Care Advisor - Remote

Sharecare Columbus, OH

Job Description: Sharecare is the leading digital health company that helps people – no matter where they are in their health journey – unify and manage all their health in one place. Our comprehensive and data-driven virtual health platform is designed to help people, providers, employers, health plans, government organizations, and communities optimize individual and population-wide well-being by driving positive behavior change. Driven by our philosophy that we are all together better, at Sharecare, we are committed to supporting each individual through the lens of their personal health and making high-quality care more accessible and affordable for everyone. To learn more, visit www.sharecare.com . Available Shifts: Monday - Friday, 8:30am - 5pm CT Monday - Friday, 10:30am - 7pm CT Job Summary: CareLinx is looking for a Care Advisor to assist with CareLinx’s Payer Operations line of business. CareLinx is a healthcare technology platform that connects families with non-medical, in-home caregivers, and Care Advisors provide support and guidance to families during the caregiver search, interview, and hire process. Once a caregiver match is made, the Care Advisor will follow closely to ensure satisfaction and assist if the member’s needs change. This support includes searching for viable caregiver candidates, setting up interviews, helping with the completion of the hiring process, and caregiver retention. You will be a liaison, maintaining relationships with caregivers and providing ongoing support to ensure that members have an exceptional experience while working with their caregivers. As a Care Advisor, you are the expert for members and families about all things CareLinx-related. You need to love interacting with people and be committed to providing stellar customer service and empathetic guidance for members during their in-home care journey. You should also be a team player and be willing to learn about CareLinx’s health plan partners. You need to thrive in a fast-paced, technology-forward environment, hold yourself to high professional standards, and be comfortable working from home. If you think there’s alignment with the description above, CareLinx may be the place for you. Essential Job Functions: Assume responsibility for guiding members on the caregiver search journey through relationship building and exceptional communication. Work closely with the Enrollment Team to ensure seamless handoffs Provide ongoing support after the caregiver hire to maintain the relationship with the family and caregiver and ensure overall satisfaction Document accurate and complete notes of all family and caregiver interactions in CareLinx’s EHR system Work collaboratively and professionally with other team members and teams within CareLinx Exhibit excellent verbal and written communication skills via phone, email, and text Assist in inbound call center as needed Specific Skills/ Attributes: Eﬀective time management skills and high attention to detail Excellent verbal and written communication skills Superior organization and multitasking capabilities Goal-driven, problem solver Comfortable working in a remote environment Professional, conﬁdent, outgoing demeanor Experience working with Microsoft Oﬃce Suite Ability to maintain strict conﬁdentiality, and exercise good judgment Care Advisors are expected to meet performance goals set forth per CareLinx guidelines Additional job duties may be assigned on an as-needed basis Qualifications: High school diploma or equivalent, required Some college-level coursework, preferred Six months experience in a customer service role or a minimum of 1 years experience in a customer service environment, required At least one year of experience in a customer service or call center environment or a minimum of 2 years experience in a customer service environment, preferred Previous healthcare experience preferred Prolonged periods of sitting at a desk and working on a computer. Sharecare and its subsidiaries are Equal Opportunity Employers and E-Verify users. Qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, sexual orientation, gender identity, religion, age, equal pay, disability, genetic information, protected veteran status, or other status protected under applicable law. Sharecare is an Equal Opportunity Employer and doesn't discriminate on the basis of race, color, sex, national origin, sexual orientation, gender identity, religion, age, disability, genetic information, protected veteran status,or other non-merit factor.

Customer Service Advisor

Schnitzer Steel Industries, Inc. Columbus, OH

Responsibilities include working as part of a retail sales team to provide best in class customer care. The Customer Service Advisor (CSA) often begins as a Pick-n-Pull Greeter and can work their way

Work Life Balance

Service Advisor

Germain Automotive Columbus, OH

Germain Subaru is looking for full time Service Advisors. Work 3 days a week and 4 days off!Job Description:The Service Advisor is responsible for scheduling service work in the service department and

New York, NY

Posted 569 days ago

Finance and Insurance

60000USD - 150000USD per year

Job Description

Job Description Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience. Responsibilities: · Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements. · Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs. · Balance client needs, prospect building, compliance, and personal growth. · Utilize resources of experts to identify planning and investment strategies. · Complete required training, performance goals and continuing education requirements. · Acquire clients through individual marketing techniques. Required Skills · Proven ability to engage and influence a full range of individuals. · Extraordinary interpersonal and relationship building skills. · Effective communication skills with the ability to build trust with clients. · Demonstrated ability to assess the needs of clients and recommend suitable solutions. Qualifications · A 4 year Bachelor’s Degree. · Knowledge of the Financial Advisor role. · Proven track record of success. · 3+ years of financial advising experience. · Life/Health Insurance licensed. · Series 65 or 66 license is required. · A book of business is a plus.