2 jobs found

Financial Advisors at Northwestern Mutual come from diverse backgrounds and industries including business development, education, government, engineering, sales, law enforcement, banking, and more. A brief cover letter introducing your interest and qualifications is encouraged. Begin a Career with : -   Growth,   early leadership tracks, and uncapped earning potential -   Impact   in the lives of your clients through comprehensive financial planning -   Control   over your time and calendar -   Income   potential directly matching your effort and ambition -   Culture   built on exceptional training, support, development, diversity, and fun! Role Functions: - Provide expert guidance to meet the comprehensive financial planning needs of individuals and businesses - Provide services including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. - Understand clients' goals...

A growing telehealth company seeking a proactive and detail-oriented Director of Scheduling and Intake to lead their intake and scheduling operations. This role is critical to ensuring patients receive timely and reliable house doctor appointments, while maintaining strong relationships with referral sources and optimizing team performance. Responsibilities: Oversee and manage a team of schedulers responsible for booking house doctor appointments. Ensure schedulers confirm appointments with patients on the day of service and reschedule as needed to avoid missed visits. Maintain high appointment retention and minimize cancellations. Coordinate with external medical organizations to schedule referred patients. Monitor team productivity and create detailed reports on intake performance, including: Number of appointments scheduled Missed appointments Individual performance metrics and issue tracking Identify and address operational inefficiencies and...