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Advisor Client Engagement

Dallas,TX

1076 Advisor Client Engagement jobs in Dallas,TX

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Featured Opportunity
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NexRep - Dallas, TX

Remote Phone Support - Prescription Programs, $15/hr
$15/hr
RemoteFlexible ScheduleHealth Insurance
New, Posted 1 day ago
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Tax Office Professional

Intuit

Dallas, TX 75254

OnsiteUrgently HiringBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

This position will be eligible for a cash bonus, equity rewards
401(k) Savings Plan with company matching
Paid sick time
Employee Stock Purchase Plan
E&O; Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including a free copy of TurboTax
Ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support
Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230
Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
Must be willing to wear a TurboTax uniform
Must be willing to work in a front facing retail environment
Must reside within the United States.
Proficient with technology, including tax preparation software and CRM/sales tools.
Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
Bilingual (English/Spanish) communication skills are a plus
New, Posted 1 day ago
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Sales Advisor - Sony

ActionLink

Frisco, TX 75034

$22/hr
~ 29 min OnsitePaid Time OffRetirement Benefit

$22.00 per hour commensurate with experience
Quarterly sales bonuses
Weekly pay, direct deposit
Paid training
401(k) retirement savings plan with company match
Paid time off
Part-Time
20 hours per week; Fridays 3pm-8pm and Saturdays & Sundays 11am-7pm
Bring your previous sales experience to the table!
Reliable transportation
Ability to lift up to 30 lbs. and stand for extended periods of time
Your smart device will handle reporting duties.
New, Posted 1 day ago
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Tax Office Professional

Intuit

Irving, TX 75061

~ 22 min OnsiteUrgently HiringBilingual PreferredHealth InsurancePaid Time OffRetirement Benefit

This position will be eligible for a cash bonus, equity rewards
401(k) Savings Plan with company matching
Paid sick time
Employee Stock Purchase Plan
E&O; Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including a free copy of TurboTax
Ongoing collaboration opportunities with TurboTax's network of growth-minded professionals and marketing support
Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230
Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
Must be willing to wear a TurboTax uniform
Must be willing to work in a front facing retail environment
Must reside within the United States.
Proficient with technology, including tax preparation software and CRM/sales tools.
Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
Bilingual (English/Spanish) communication skills are a plus
New, Posted 10 hours ago
Recommended
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Customer Service - Remote, Mon-Fri Schedule, $15/hr

NexRep

Dallas, TX

$15/hr
RemoteUrgently HiringFlexible ScheduleHealth Insurance

$15 per hour
Opportunity to earn up to $300 in certification incentives in your first month of servicing by reaching the milestones below:
Completing certification and servicing at least 10 hours in Week 1: $50
Servicing at least 10 hours in Week 2: $50
Servicing at least 30 hours per week in Weeks 3 and 4: $200
Access to program experts who are available to meet with you upon request
Free certification to provide you with the information you need to be successful as a Customer Service Representative.
Exclusive discounts and savings on a variety of common expenses such as health and dental coverages, banking services, legal and technical support, and more!
Flexible scheduling
Hours of operation are Monday through Friday, 8:00 AM to 8:00 PM ET.
A minimum of 20 hours per week
Certification runs for 10 days, Monday-Friday, from 10:00 AM – 6:30 PM ET
You'll need a quiet, dedicated workspace
Access to high-speed, hardwired internet (no Wi-Fi or Satellite, please)
A PC with Windows 11 (Macs and Chromebooks are not supported at this time)
At least 8GB of RAM, with at least 4GB available for use
A processor capable of reliably running all required software and programs simultaneously
Up-to-date antivirus software
Dual monitors, each capable of displaying at least 1024 x 768 pixels
A USB noise-cancelling headset
A webcam for your Certification experience
A smart phone to facilitate dual-factor authentication
You are eligible to contract with NexRep if you reside in one of these states: AL, AK, DE, FL, GA, ID, IN, IA, KS, KY, LA, MI, MS, MT, NE, NV, NH, NM, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, or WY.
We do not currently contract with anyone outside of the US.
Each independent contractor services a minimum of 20 hours per week
At least one year of experience in a call center customer service environment is preferred
Medical office, pharmacy, or non-clinical medical experience is very helpful
New, Posted 11 hours ago
Easy Apply
Entry-Level Benefits Advisor - Training Provided

Sellors Agencies

Fort Worth, TX 76137

~ 44 min OnsiteFlexible Schedule

This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance.
Full-time role that has flexible hours
Ability to obtain a license is required.
New, Posted 1 day ago
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Investment Counselor (Financial Advisor Alternative)

Fisher Investments

Garland, TX 75040

Hybrid~ 26 minHealth InsurancePaid Time OffRetirement Benefit

Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
Provide personalized career development
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
2+ years of instilling trust and building client relationship within the finance industry
Bachelor's degree or equivalent work experience
Series 65 (we will help you obtain upon starting)
Easy Apply
Remote Life Insurance Advisor

Symmetry Financial Group

Dallas, TX 75215

Remote

100% commission-based, 1099 independentcontractor opportunity with uncapped earning potential
There is no guaranteed salary or hourly wage.
Commission-only independent contractor role
Performance-based income
Guidance through the life insurance licensing process for unlicensed candidates
Comprehensive training, onboarding, mentorship and coaching
Proven sales systems and technology
Access to 30+ highly rated insurance carriers
Access to the industry's only value-based lead program including consumers who have expressed interest in life insurance
Be authorized to work in the United States
Have reliable internet access
A computer
A smartphone
Be comfortable working in a commission-based independent contractor role
Hold an active life insurance license, or be willing to obtain one
New, Posted 7 hours ago
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Customer Service Advisor

VIOC/GCOC

Flower Mound, TX 75028

$17.50/hr
Flexible Schedule
New, Posted 1 day ago
Recommended
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Inside Sales Campaign Specialist - Fort Worth, TX

McKesson

Fort Worth, TX 76177

Hybrid~ 44 min

47.33 - 78.88
An annual bonus or long-term incentive opportunities may be offered
Onsite two days per week
On-site presence twice a week required
Degree or equivalent and typically requires 4+ years of relevant experience.
4+ years in pharmacy operations, healthcare customer service, and/or medical sales.
Proficiency with CRM systems and Microsoft Office tools.
Bachelor's degree in healthcare, business, or related field preferred.
Experience in consultative selling, preferably with clinician audiences.
Account management experience preferred.
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