Financial Counselor - Healthcare jobs in Nebraska

Financial Counselor - Healthcare develops and facilitates payment plans for patients to finance medical expenses by coordinating between insurer, third party payer and patient. Confirms level, terms of coverage, and benefit limits with health insurance providers. Being a Financial Counselor - Healthcare advises patients of any alternative sources of funding or assistance available from social service agencies. Prepares and files any documentation needed to complete payment arrangements. Additionally, Financial Counselor - Healthcare may arrange for referrals or second opinions. Has general knowledge of insurance terms and practices. Requires a high school diploma. Typically reports to a supervisor or manager. The Financial Counselor - Healthcare works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Counselor - Healthcare typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Financial Counselor I
  • Principal Financial Group
  • Grand Island, NE FULL_TIME
  • What You'll Do

    We’re looking for a Financial Counselor I to join our Retirement and Income Solutions Principal Connection team. In this role, you’ll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization.

    • Provide benefit event education to former participants, those in the Personal Retirement Account or those approaching a benefit event. This will include the retention of assets and offering additional product solutions to our customers.
    • Educate and assist existing and perspective customers who are interested in engaging with Principal for their individual investment and risk-based needs. This may include facilitation of any requested transaction or introduce them, when appropriate to another team.
    • Assist in uncovering current or potential retail customer needs
    • Perform other job-related duties and projects as they arise.


    This role will offer you the opportunity to work closely with Principal’s customers, solving problems, resolving issues, and helping to build their financial confidence.

    Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

    Who You Are

    • Bachelor's degree or equivalent plus 2 years’ experience, preferably in the financial services industry.
    • SIE, Series 6 or 7 and Series 63 & 65 or Series 66. Additional licensing may be required upon starting.
    • Successfully being approved as a registered representative by all 50 States and Washington DC.
    • Excellent verbal and written communication skills and the ability to establish trust and rapport easily with customers over the phone.
    • Proficiency with computer desktop technology and digital communication mediums.
    • Detailed knowledge and expertise involving retail investments products as well as employer sponsored retirement plans.
    • Hard-working and able to make decisions that are in the best interest of our customers. This includes possessing a heartfelt passion to hold and maintain relationships with customers and members of their household.
    • Ability to work independently, be a self-starter, and demonstrate confidence in decisions.
    • Drive to constantly improve the customer experience working in a collaborative team-based culture.
    • Strong efficiency with time management and organizational skills.


    Salary Range Information

    Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

    Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)

    $26.42 - $39.50 / hour

    Time Off Program

    Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness.

    Pension Eligible

    Yes

    Additional Information

    Shift Differential

    This position will provide a shift differential starting at 6pm for hours worked.

    Location(s)

    This role offers in-office, hybrid and remote work arrangements . You’ll work with your leader to figure out which option may align best based on several factors. We are hiring in: Des Moines,IA - Charlotte,NC - Grand Island, NE - Minneapolis, MN - St. Louis, MO - Atlanta, GA - Dallas, TX - Fort Worth, TX - Phoenix, AZ - Miami, FL - Tampa, FL.

    Work Authorization/Sponsorship

    At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.

    Nonimmigrant Workers and Green Card for Employment-Based Immigrants

    Investment Code of Ethics

    For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

    Experience Principal

    At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

    Principal 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 veteran status.

    Posting Window

    We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline.

    Original Posting Date

    5/30/2024

    Most Recently Posted Date

    5/30/2024
  • 3 Days Ago

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Financial Counselor
  • Faith Regional Health Services
  • Norfolk, NE FULL_TIME
  • Work Status Details: Full Time | 80.00 Hours Every Two WeeksExempt from Overtime: Non-ExemptShift Details: 9:00AM - 5:30PM Department: Patient Experience | Reports To: Manager-Patient Financial Servic...
  • 10 Days Ago

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Financial Counselor
  • Great Plains Health
  • North Platte, NE FULL_TIME
  • Mission To inspire health and healing by putting patients first - ALWAYS. Position Summary The Financial Counselor will assist patients in the identification of financial assistance to ensure proper a...
  • 17 Days Ago

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Financial Aid Counselor
  • CO110 Nebraska Methodist College of Nursing
  • Nebraska, NE FULL_TIME
  • Why work for Nebraska Methodist Health System? At Nebraska Methodist Health System, we focus on providing exceptional care to the communities we serve and people we employ. We call it The Meaning of C...
  • 1 Month Ago

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Financial Support Counselor
  • University of Nebraska at Omaha
  • Omaha, NE FULL_TIME
  • GENERAL REQUISITION INFORMATION EEO Statement: The University of Nebraska does not discriminate based on race, color, ethnicity, national origin, sex, pregnancy, sexual orientation, gender identity, r...
  • 17 Days Ago

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Personal Financial Counselor, Assignment Ready Counselor, PFC, Nebraska
  • Magellan Federal
  • Force, NE PART_TIME
  • This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors wh...
  • 4 Days Ago

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Financial Advisor
  • Johnson Brunetti Retirement & Investment Specialists
  • Wethersfield, CT
  • Financial Planning Advisor Are you looking to grow and be part of a successful team? Are you driven, self-motivated and ...
  • 6/10/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Seattle, WA
  • Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change ...
  • 6/10/2024 12:00:00 AM

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Financial Advisor
  • Grassi Investment Management
  • Santa Clara, CA
  • Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking f...
  • 6/8/2024 12:00:00 AM

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Financial Advisor
  • Wintrust Financial
  • Chicago, IL
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 6/7/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Austin, TX
  • Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change ...
  • 6/6/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Rochester, NY
  • Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change ...
  • 5/28/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Tucson, AZ
  • Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change ...
  • 5/15/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Honolulu, HI
  • Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change ...
  • 5/14/2024 12:00:00 AM

The state is bordered by South Dakota to the north; Iowa to the east and Missouri to the southeast, across the Missouri River; Kansas to the south; Colorado to the southwest; and Wyoming to the west. The state has 93 counties and is split between two time zones, with the state's eastern half observing Central Time and the western half observing Mountain Time. Three rivers cross the state from west to east. The Platte River, formed by the confluence of the North Platte and the South Platte, runs through the state's central portion, the Niobrara River flows through the northern part, and the Rep...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Counselor - Healthcare jobs
$36,805 to $45,978

Financial Counselor - Healthcare in Providence, RI
In case the insurance of the patient covers the cost, a financial counselor works with the needed papers and documents and make sure that everything is in order.
January 11, 2020
Financial Counselor - Healthcare in Tucson, AZ
Financial counselors usually work in the front office location of hospitals, where they sit on their desks and use computers in facilitating their jobs.
January 26, 2020
Financial Counselor - Healthcare in Vincennes, IN
However, there are instances that financial counselors work at night or even during weekends.
December 03, 2019