Planning Specialist jobs in Bellevue, NE
Recently Added Planning Specialist jobs
IA-Shenandoah Comprehensive Retirement Planning Specialist
- AMERICAN SENIOR BENEFITS LLC
-
Shenandoah, IA
FULL_TIME
-
Overview
Provide guidance, support and education to folks facing retirement. You will be trained to use proprietary systems to guide clients in safeguarding their future. Backed by American Senior Benefits and The Integrity Marketing Group, you will receive training and support as you build a career and use holistic planning and solutions for life, health and wealth.
Responsibilities
- Meet with clients to determine their concerns and plans.
- Explain to potential clients the types of benefits, coverage, and investments available to them.
- Educate clients and answer questions about solutions, options and potential risks.
- Recommend solutions from a portfolio of over 200 options organized in propriatary software.
- Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
- Work well with a team of back office support.
- Maintain detailed records for client safety in our software.
Qualifications
- A teachable spirit, and thirst to learn.
- The ability to quickly establish rapport and build connections.
- Strong empathy and listening skills.
- Above average communication skills.
- Maintain client relationships and determine if changes are needed to improve any coverages and accommodate life changes.
- Minimum education is a High School Diploma or GED
Our compensation plans are highly customizable and may be discussed directly with the agency owner.
Compensation
USD $40,000.00 - USD $100,000.00 /Yr. - 4 Days Ago
Entry Level Sales and Marketing
- Genesis Global Specialist
-
Omaha, NE
FULL_TIME
- Genesis Global is looking for an ambitious, driven individual to take on our Marketing/Sales Coordinator. We will provide hands-on training for the right candidate as well as the opportunity to advanc...
- 24 Days Ago
Client Service Associate
- Callahan Financial Planning
-
Omaha, NE
FULL_TIME
- Job Description: Callahan Financial Planning is seeking to hire a Client Service Associate. This position will work in a high-quality service environment within the financial services industry. They w...
- 13 Days Ago
Transit Scheduler I
- Southwest Iowa Planning Council
-
Atlantic, IA
FULL_TIME
- Job Description Direct Supervisor: Transit Coordinator Date: October 2022 FLSA Status: Non-Exempt Safety Sensitive Position Job Purpose: This is a support staff position for the Transit Department. Pr...
- 1 Day Ago
Home Care Aide NEEDED For Elderly Veteran in Shenandoah, IA
- Care Planning Institute, Inc
-
Shenandoah, IA
PART_TIME
- We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same d...
- 3 Days Ago
Care aide needed for
- Care Planning Institute, Inc
-
Atlantic, IA
FULL_TIME
- Care Planning Institute, Inc - We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in ...
- 21 Days Ago
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0 Planning Specialist jobs found in Bellevue, NE area
Remote Travel Planner
- Adventures With The Bissingers
-
Bennington, NE
- Our organization is looking for dynamic individuals with a passion for travel to join us as a Remote Travel Planner. As ...
- 4/17/2024 12:00:00 AM
Guest & Member Care Specialist - Work from Home or In the Omaha Office - Full Time
- Omni Hotels
-
Omaha, NE
- Location Omni Hotels and Resorts creates genuine, authentic guest experiences at over 50 distinctive luxury hotels and r...
- 4/17/2024 12:00:00 AM
Administrative Assistant - EHS and Manufacturing Excellence
- The Judge Group
-
Omaha, NE
- Reporting to the VP of EHS you will provide operative support to the Environment, Health and Safety (EHS) and Manufactur...
- 4/17/2024 12:00:00 AM
Financial Planner
- Creative Planning
-
Omaha, NE
- The Financial Planner is responsible for the last five of six steps in the CFP Board’s Financial Planning Process. This ...
- 4/15/2024 12:00:00 AM
Guest & Member Care Specialist - Work from Home or In the Omaha Office - Full Time
- Omni Hotels & Resorts
-
Omaha, NE
- Location: Omni Hotels and Resorts creates genuine, authentic guest experiences at over 50 distinctive luxury hotels and ...
- 4/15/2024 12:00:00 AM
Insurance Operations Associate
- Ludacka Wealth Partners
-
Omaha, NE
- Company Ludacka Wealth Partners is a financial planning and advisory firm, which for 26 years has offered wealth managem...
- 4/15/2024 12:00:00 AM
Financial Advisor
- Prudential Financial
-
Omaha, NE
- Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by ...
- 4/14/2024 12:00:00 AM
Staff Development/Training Specialist
- Mosaic
-
Fremont, NE
- If making a positive impact in the lives of others is on your to-do list, you'll love working with a team that puts peop...
- 4/11/2024 12:00:00 AM
About Bellevue, Nebraska
Bellevue (French for "beautiful view") is a city in Sarpy County, Nebraska, United States and a southern suburb of Omaha. The population was 50,137 at the 2010 census. Bellevue is part of the Omaha-Council Bluffs metropolitan area. Originally settled in the 1830s, Bellevue was incorporated in 1855 and is the oldest continuous town in Nebraska. The Nebraska State Legislature has credited the town as being the second oldest settlement in Nebraska. It was once the seat of government in Nebraska.
Bellevue is located at an elevation of 1159 ft (353 m). According to the United States Census Bureau...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Planning Specialist jobs
$56,445 to $70,715
Bellevue, Nebraska area prices
were up 0.8% from a year ago
were up 0.8% from a year ago
What does a Planning Specialist do?
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