Role Description As a Sales Client Representative, you will engage with individuals nationwide who are actively seeking vital insurance and financial protection. Your role involves skillfully guiding them through a personalized consultation to pinpoint and provide the most suitable solutions for their unique needs. Qualifications - Relationship-Driven: You possess a natural ability to build genuine connections and are sincerely committed to assisting others. - Self-Motivated Achiever: You thrive in an autonomous, remote work setting and are driven by internal goals. - Positive and Persistent: You maintain an optimistic outlook, remaining focused, upbeat, and consistently solution-oriented. - Previous sales experience is beneficial but not mandatory; our robust training and support system is designed to equip you for success from day one. Requirements - Cultivate strong client relationships through insightful, solution-focused discussions. - Conduct all client interactions virtually via Zoom or phone, eliminating the need for in-person visits. - Formulate and propose customized insurance and financial products tailored to individual client requirements. - Deliver clear, compelling presentations of policies, with immediate approval options often available. - Manage the entire sales cycle, from initial inquiry to successful close, with rapid commission disbursements typically within 72 hours. Benefits - Unrestricted Earnings: Your compensation directly reflects your dedication and success, with no cap on your earning potential. - Flexible Remote Work: Design your own schedule and operate from any location, on your own terms. - Comprehensive Benefits Access: Gain access to life insurance and entry into our healthcare exchange, encompassing medical, dental, and vision coverage through exchange program. - Exclusive Travel Rewards: Top performers are celebrated with luxurious, all-expenses-paid excursions to world-class destinations. Company Description Beacon National Agency, a trailblazer in its field, invites highly motivated individuals to join our expanding national sales team. Consistently recognized on the Inc. 5000 for six consecutive years and highlighted in Forbes, we are a rapidly growing agency that champions a flexible, home-based work model.

Title: Healthcare Account Coordinator - Provider Relations Location: Frisco, Texas, United States Department: Dental Network Job Description: Job Category: Dental Network Requisition Number: DENTA001442 Full-Time Hybrid Frisco, TX 75034, USA Job Details Description For more than 45 years, Careington International has been a leader in the health and wellness benefits space. Since its founding in 1979, Careington has been delivering dental discount solutions as its core competency. Today, Careington has expanded to offer a growing portfolio of 150+ health, wellness, lifestyle and virtual health products and services designed to deliver cost savings across a spectrum of life needs. Through its affiliated nationally licensed third-party administrator (TPA), Careington also delivers full-scale administrative services, including customer service, licensed enrollment, claims administration, individual and group billing, and more. We are based in Frisco, TX and employ prospective candidates that are able to work in a Hybrid work arrangement, 3 days in the office per week, Tuesday through Thursday, from 8:00 a.m. to 5:00 p.m. If you are looking for a great company culture filled with rewarding career advancement opportunities, this is the place for you. Key Responsibilities: - Serve as a dedicated liaison for clients and provider offices, ensuring consistent communication and support. - Answer incoming calls from provider offices in a timely and professional manner while delivering excellent customer service. - Operating in a deadline driven environment requiring timely resolution of provider and client inquiries. - Manage and respond to a large-scale of email inquiries from provider offices and clients, along with providing accurate information and timely follow-ups. - Educate dental offices on plan administration, policies, and participation requirements via phone and email. - Contact dental offices to research and gather information regarding member billing concerns and quality-of-care grievances. - Conduct audits of dental offices to ensure compliance with participation requirements and plan administration guidelines. - Maintain detailed and accurate documentation of all communications and case activity within internal systems. - Balance a large volume of tasks, ensuring consistent tracking and follow-up with provider offices, internal teams, and clients. - Maintain a high level of professionalism, organization, and customer service in all interactions. Skills & Competencies: - Demonstrate advanced problem-solving and analytical thinking skills with the ability to make independent decisions. - Maintain a high level of professionalism, organization, and customer service in all interactions. - Possess excellent conflict resolution and de-escalation skills. - Exhibit efficient time management and multitasking in a fast-paced environment - Communicate effectively through both written and verbal communication. - Apply professional phone etiquette and active listening skills with empathy. - Retain and apply policies and procedures to address provider and member inquiries. - Ability to handle sensitive information with discretion and professionalism. Qualifications: - Must have experience in a call center software queue environment. - Background in dental or medical administrative work is considered a plus for this role. - Maintain proficiency in Microsoft Office Suite (Word, Excel, Outlook, Adobe, Microsoft Teams). - A college degree is preferred, but equivalent work experience will be considered.

Provide compassionate support to pet owners during stressful situations, manage client check-ins and payments, answer phone calls, and maintain accurate information in the clinic's computer system to ensure smooth operations.

The Strategy Only Team supports clients nationwide by providing access to investment-only advice, without requiring a full wealth management engagement. The team delivers institutional-quality portfolios, custom asset allocation, and investment oversight while focusing on client relationships and ongoing guidance. The team leverages enterprise portfolio management, ensuring consistency, discipline, and scalability across investment-only relationships. As a result of significant growth, we are hiring a Client Advisor to join Mariner. The Client Advisor will manage client relationships supported by Mariner’s extensive referral programs. The Client Advisor is responsible for providing financial guidance to clients and assistance to our referral partners. Responsibilities - Serve as the primary point of contact for client relationships, managing day-to-day communication and leading regular client meetings to address needs and provide updates. - Maintain and grow existing client relationships by proactively resolving issues, identifying service improvements, and ensuring a high level of client satisfaction and retention. - Prepare and deliver customized portfolio and performance reports, including quarterly billing and performance reporting approvals. - Research and resolve technical or account-related issues, leveraging internal systems and collaborating with internal teams to ensure accurate client information and reporting. - Partner closely with portfolio managers and cross-functional departments to coordinate client servicing, reporting accuracy, and portfolio communication. - Support business development efforts by identifying growth opportunities, collaborating with business development teams on client acquisition, and maintaining relationships with external referral partners. Qualifications - 3+ years of prior experience working in financial services, preferably in an Advisor/Financial Consultant or like role - Bachelor’s degree in business, finance or another related field is preferred. - Series 65 or 7/66 Skills and Knowledge - Sales support experience preferred - Strong understanding of the financial services industry and financial consulting responsibilities - Knowledge of Wealth Management including fee-based consulting, mutual funds, money manager programs, insurance, annuities, and financial planning is a plus - A positive attitude and high energy level - Ability to handle multiple tasks and priorities - Demonstrated presentation, analytical, interpersonal, relationship management, written, and verbal skills #LI-ML1 We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. EOE M/F/D/V