Solutions Advisor- Medicare
$65k - $90kTruHealth Advisors
22 hours ago Be among the first 25 applicants TruHealth Advisors is hiring multiple Solution Advisor 1 and 2's to play a vital role in assisting Medicare-eligible beneficiaries with qualifying and understanding their health insurance options. Agents are responsible for consulting with clients, assessing their needs, providing guidance on Medicare Advantage, Medicare Supplement, Prescription Drug Plans, ancillary products and enrolling them in appropriate coverage. Key responsibilities include: Conducting needs assessments via phone. Educating clients on plan benefits, costs, and coverage options. Maintaining up-to-date knowledge of Medicare guidelines and carrier products. Ensuring full compliance with CMS regulations and ethical sales practices. Here are some of the things that make TruHealth Advisors different: Base Pay, Uncapped Commissions and Residual Compensation Structure. REALISTIC target total compensation of $65-90k in the first full year. Huge growth opportunity. As we grow, you grow! Paid Training if you currently do not have an insurance license! No COLD CALLING OR OUTBOUND DIALING - we provide all warm inbound leads. Monthly residual income for long-term earning. Remote work environment. People-First Values and Culture built around growth and integrity. If you’re curious, take a few seconds to express your interest here: We’ll reach out to you within 24 hours with more info and next steps. Even if you’re just exploring options, let’s talk! Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Consulting, Information Technology, and Sales Industries Insurance Agencies and Brokerages Referrals increase your chances of interviewing at TruHealth Advisors by 2x Get notified about new Solutions Advisor jobs in Charlotte, NC . SVP Engineering - Advisor Experience Technology, Rapid Response Team Director Technical Strategy and Delivery Charlotte, NC $95,000.00-$100,000.00 1 week ago VPII Distinguished Architect of Advisor Experience Technology Charlotte, NC $110,000.00-$125,000.00 1 month ago Charlotte, NC $100,000.00-$140,000.00 1 month ago Charlotte, NC $117,000.00-$120,000.00 4 weeks ago Charlotte, NC $95,000.00-$100,000.00 2 weeks ago Financial Solutions Advisor Stage I Consumer Investments - West Charlotte Market, (Bi-lingual Spanish Required) Software Business Analyst / Client Engagement Manager We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr TruHealth Advisors
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Bank of America
Charlotte, NC2 days ago - ...transformation. Join our team of strategic advisers and architects, differentiated by our industry depth to collaborate with leading solution providers and leverage your experience in strategy, process design, technology enablement, and operational services to enable...SuggestedWork at officeLocal areaRelocationNight shift
- ...opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
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- ...learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
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$126.82k - $149.2k
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Bank of America Corporation
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$165k - $255k
Director, LRC Solutions Architect This Architect role is focused on driving architecture strategy, roadmap development, and continuous evolution of TIAA's Legal, Risk & Compliance technology portfolio. The position involves defining capability maps, establishing reference...Work experience placementWork at office- ...to deliver exceptional service in person and by phone, developing and expanding client relationships. You will provide financial solutions through consultative conversations and referrals to internal partners for growth opportunities, and may be cross-trained to perform...Temporary workWeekend work
- ...transactions accurately. The position emphasizes building in-depth client relationships and connecting customers to appropriate financial solutions. The role requires strong communication, the ability to work weekends or extended hours, and adherence to laws and bank policies...Weekend work
- Bell & Associates, Inc. in Charlotte, NC is seeking an Assistant Controller to support the Fund Solutions Division. You will manage daily accounting operations for hedge, private equity, private credit and venture capital funds, including NAV reviews and client reporting...
- A leading financial services firm in North Carolina is seeking a Financial Advisor for its Brokerage Group. This role focuses on managing client relationships, acquiring new customers, and providing high-quality service. Candidates need at least a high school diploma, relevant...
- ...we empower leaders to drive innovation and deliver sustainable solutions for global organizations. As a Managing Technical Consultant, Air... ...spearheading climate change initiatives, you’ll be the trusted advisor who ensures operational flexibility while meeting stringent...Full time
- ...a career in banking at Fifth Third Bank. GENERAL FUNCTION: ?The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with...Full timeBank staffWork at office
Fifth Third Bank, N.A.
Charlotte, NC3 days ago - ...Senior Trust Advisor Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the... ...fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring...Bank staffWork at office
Fifth Third Bancorp
Charlotte, NC4 days ago - ...build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description : As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$116.2k - $229.1k
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Allegacy Federal Credit Union
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...business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve...PwC (US)
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