Planning Specialist jobs in Fremont, 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. - 11 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...
- 1 Month 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...
- 20 Days Ago
Care aide needed for
- Care Planning Institute, Inc
-
Denison, 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 ...
- Just Posted
Care aide needed for
- Care Planning Institute, Inc
-
Fremont, NE
FULL_TIME
- Care Planning Institute, Inc - We provide home care services in 15 states. We also offer same day pay options for our caregivers. We are in need of a Personal Care Aide to assist one of our clients wh...
- Just Posted
Transit Bus Driver, Cass County IA
- Southwest Iowa Planning Council
-
Atlantic, IA
PART_TIME
- Southwest Iowa Planning Council is currently accepting applications for a part-time SWITA Driver for Cass County. Position MAY include DAY, NIGHT or WEEKEND hours. We are looking for one good driver.A...
- Just Posted
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0 Planning Specialist jobs found in Fremont, NE area
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 ...
- 4/25/2024 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 Boards Financial Planning Process. This i...
- 4/25/2024 12:00:00 AM
Financial Advisor
- Prudential Financial
-
Fremont, NE
- Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by ...
- 4/25/2024 12:00:00 AM
Senior Health Planner
- HDR INC.
-
Omaha, NE
- Description About Us At HDR, we specialize in engineering, architecture, environmental and construction services. While ...
- 4/24/2024 12:00:00 AM
Financial Advisor
- Prudential Financial
-
Fremont, NE
- Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by ...
- 4/24/2024 12:00:00 AM
Financial Advisor
- Prudential Financial
-
Fremont, NE
- Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by ...
- 4/24/2024 12:00:00 AM
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 ...
- 4/22/2024 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 Fremont, Nebraska
Fremont is a city in Dodge County in the eastern portion of the state of Nebraska in the Midwestern United States. The population was 26,397 at the 2010 census. Fremont is the county seat and the home of Midland University.
Fremont is located along the Platte River, approximately 35 miles (56 km) northwest of the largest city in the area, Omaha, and 50 miles (80 km) northeast of the state capitol, Lincoln.
According to the United States Census Bureau, the city has a total area of 8.85 square miles (22.92 km2), of which, 8.80 square miles (22.79 km2) is land and 0.05 square miles (0.13 km2) i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Planning Specialist jobs
$55,376 to $69,376
Fremont, 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?
Planning Specialist in Corinth, MS
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Planning Specialist
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Selectee informed in advance of the reasons for and conditions of this temporary promotion may return to his/her former grade when temporary action is no longer needed and may be effected at any time without adverse action procedures.
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Manage interdisciplinary projects including budgets, technical staff, and reports related to NEPA compliance documents, particularly Environmental Assessments for a variety of project types (oil and gas, water resources, renewable energy, transmission, mining, and transportation).
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Reviews production orders or schedules, based on MRP or directed communication, to ascertain that product data such as part drawings, or molds have locations and are available in the operations, and manufacturing orders .
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Assists in internal development and administration of WM staff by pro-actively supporting Wealth Advisors' requests for information, proposals and personal presentations, mentors and guides FNBIA staff members and maintains current knowledge of FNTC and FNBIA products and services offered throughout Wealth Management.
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