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)
Our purpose is to empower people to achieve financial well-being. We achieve this by educating and assisting individuals, institutions, and business owners to take control of their finances and secure their future. In tandem, we are dedicated to mentoring and coaching future leaders in the industry to further our legacy of financial education and empowerment. We pride ourselves on a commitment to excellence rivaled by none – a commitment reflected in all aspects of our work.
About GFI
At Global Financial Impact, we believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact.
Opportunity:
As an Agent, you will serve as a key contact and liaison for clients to ensure they receive the financial education and support needed to reach their goals. As all training is provided by our expert leadership, no prior financial industry experience is required. We favor those who have demonstrated experience in serving others as educators, military personnel or public servants, and are willing to grow their skillset.
A strong entrepreneurial or leadership focus is a plus, as we do not believe in micromanagement and empower our agents to take initiative. You will engage with clients, providing financial education and support needed in a timely, professional and courteous manner. Agents provide financial knowledge, education, and strategies for business matters, insurance protection, retirement, savings and estate planning to help clients and business owners tailor-make their ideal futures.
We are in the most highly compensated field, where your hard work, dedication and commitment to serving others will be rewarded. While there’s no base pay, your earnings will be directly tied to your performance and effort. Compensation and advancement opportunities are tailored to your career goals. Please keep in mind, no prior financial skills or experience is required–we are strongly committed to finding good-hearted leaders who are willing to be trained and coached to execute this position successfully.
Responsibilities:
Must have:
Ambition & drive to make a positive impact in the community
Customer service and/or management experience
Ability to pass a background check
Age 18 or older and U.S. citizenship
Computer with a camera
We provide:
Uncapped income potential
Remote & hybrid work options
In-house online tools and training
Personalized scheduling to accommodate your lifestyle
Weekly training and coaching by top industry leaders
A proven system that will lead to your success, if followed
Skills:
Active Listening
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Relationship Building
Prospecting
Referral Identification
Referral Management
Hours per week:
Minimum of 8 hours; no maximum
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0 Financial Counselor - Healthcare jobs found in Santa Ana, CA area