Financial Intake Specialist jobs in Lakeville, MN

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Financial protection specialist
  • Kemboi Financial Agency
  • Paul, MN FULL_TIME
  • Are you a top performer but you know you're not being paid like one? Maybe you're paid like one, but you're sacrificing precious time with your loved ones?

    Meron and Kemboi Financial Agency focuses on protecting families with life insurance, mortgage protection coverage, annuities, retirement solutions, college saving strategies, final expense and debt free life (debt elimination) programs. We are getting a very high demand due to the recent announcement about our company being voted the NUMBER ONE insurance group in the nation by the STEVIE AWARDS out of 3900 nominations and top culture.

    Qualification:

    • Must reside in the US 
    • Must be a US citizen or legal/ Permanent Resident

    What Makes US different

    • NO COLD CALLING - WE GOT LEADS
    • AGENCY OWNERSHIP PROGRAM
    • LEADERSHIP
    • FULLY EXPENSE PAID TRIPS
    • WORK LIFE BALANCE
    • ONE ON ONE MENTORSHIP
    • CUTTING EDGE TECHNOLOGY
    • PARTNERED WITH MORE THAN 60 PLUS A RATED INSURANCE COMPANIES ( Foresters, Mutual of Omaha, Transamerica, Americo, Athene, F&G, SBLI, NLG, American Amicable, and so on)
    • BONUSES ( Producer bonus, Capital Bonus, Slingshot Bonus and so on)
    • PASSIVE INCOME
    • RELATIONSHIPS MATTER PEOPLE COME FIRST

    Compensation

    • Part-time agents have potential to make $50,000 in the first year.
    • Full-time agents have potential to make $150,000 in the first year.
    • Agency Owners are able to generate a system-driven income of $200K - $500K per year
    • Our company has a streamlined lead generation system, so there is NO COLD CALLING involved. Only those who have requested the information will be contacted. Its 100% commission only.

    Skills & Qualifications

    • Obtain License to sell life Insurance/Have Insurance License
    • Strong work ethic
    • Dedicated team member
    • Must communicate clearly and effectively
  • 5 Days Ago

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Intake Specialist
  • Thrive Behavioral Network
  • Lake, MN FULL_TIME
  • Who we are: Thrive Behavioral Network! If you want to join an AMAZING Behavioral Healthcare Team, whether just starting out or have been a professional in the field for decades check us out and keep r...
  • Just Posted

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Intake Specialist
  • Adapt Health LLC
  • Paul, MN FULL_TIME
  • DescriptionAdaptHealth Opportunity – Apply Today!At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives – out of the hospital an...
  • 6 Days Ago

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Intake Specialist
  • Polk County (WI)
  • Balsam, WI FULL_TIME
  • Under the direct supervision of the Behavioral Health Director, the Intake Specialist is responsible for gathering demographic, financial, and insurance information from new admissions; providing info...
  • 8 Days Ago

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Intake Specialist
  • Union Gospel Mission Twin Cities
  • Saint Paul, MN FULL_TIME
  • JOB TYPE: Full-time PAY RANGE: $19.00-$21.00/hr BENEFITS Health insurance Dental insurance Vision insurance Life insurance Disability insurance 401(k) 401(k) matching Paid time off Flexible schedule C...
  • 1 Month Ago

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Intake Specialist
  • Internet Brands
  • Minneapolis, MN FULL_TIME
  • Description Team: Premier The Primary focus of this position is to process prospective client intakes who are interested in applying for Social Security Disability. A Disability Evaluation Specialist’...
  • 1 Month Ago

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0 Financial Intake Specialist jobs found in Lakeville, MN area

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Associate Financial Advisor
  • Cetera Investment Services LLC
  • Northfield, MN
  • Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advi...
  • 4/25/2024 12:00:00 AM

C
Network Engineer - Meraki MX environment
  • Cetera Financial Group
  • St Paul, MN
  • At Cetera, our technology team is at the forefront of transforming the future of technology in the financial industry, a...
  • 4/24/2024 12:00:00 AM

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Financial Liaison and Reporting Specialist
  • Climatec Llc
  • Burnsville, MN
  • Financial Liaison and Reporting Specialist 8 days ago Requisition ID: 1250Job DescriptionResponsible for managing financ...
  • 4/24/2024 12:00:00 AM

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Assistant Store Manager
  • Cash Store
  • Hudson, WI
  • Our Assistant Store Managers are part of an enthusiastic and motivated team of retail financial service professionals! Y...
  • 4/23/2024 12:00:00 AM

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Financial Advisor
  • Gallagher
  • Minneapolis, MN
  • About Us: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape ...
  • 4/23/2024 12:00:00 AM

C
Associate Financial Advisor
  • Cetera Investment Services Llc
  • Northfield, MN
  • Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advi...
  • 4/22/2024 12:00:00 AM

D
Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Minneapolis, MN
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

H
Registration Financial Specialist
  • HealthPartners
  • Saint Paul, MN
  • Job Description The Registration Financial Specialist position is the Emergency Department's first point of contact for ...
  • 4/21/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 37.83 square miles (97.98 km2), of which 36.06 square miles (93.39 km2) is land and 1.77 square miles (4.58 km2) is water. Lakeville includes the Argonne Farms post-World War I settlement project which failed in the early 20th century and was redeveloped in the 21st century into typical suburban retail. Since it was a semi-autonomous village within Lakeville Township before the city's incorporation, it continues to appear today on maps as Argonne. A branch of the Vermillion River flows through Lakeville. Its headwaters...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Intake Specialist jobs
$48,527 to $68,180
Lakeville, Minnesota area prices
were up 1.4% from a year ago

Financial Intake Specialist in Louisville, KY
Performs eligibility and or similar, comparable, or related duties as may be required or assigned.
January 31, 2023
Resolves all customer requests, inquiries, and concerns in an expedient and respectful manner.
February 15, 2023
Manages work assignment to ensure all tasks and coordination notes are completed in a timely manner.
February 17, 2023
Initiates one time letters of agreement (LOAs) and negotiates rates as dictated by established policies and procedures in a timely manner.
February 19, 2023
Reviews and replies to branch location's urgent requests in a timely and accurate manner.
April 03, 2023
Reviews and replies to branch location s urgent requests in a timely and accurate manner.
April 27, 2023
Obtains all authorization as needed from payer for services ordered/requested in a timely manner.
May 01, 2023
Serves as a liaison between the branch location and the payer on a regular basis.
May 17, 2023