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Private Client Underwriter

Dallas,TX

1495 Private Client Underwriter jobs in Dallas,TX

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NexRep - Dallas, TX

Remote Phone Support - Prescription Programs, $15/hr
$15/hr
RemoteFlexible ScheduleHealth Insurance
New, Posted 20 hours ago
Recommended
Private Wealth Advisor (Private Client - Personal Strategy) - Dallas area

Empower

Dallas, TX 75201

RemoteFlexible ScheduleEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

$87,400.00 - $123,400.00
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Other necessary computer equipment, will be provided.
Bachelor Degree in Business or related discipline or equivalent experience
5+ years related work experience in financial services and client experience
FINRA Series 65 required
FINRA fingerprinting required
Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Must reside within territory
You will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
The Ideal Candidate lives and is excited to meet with clients in the Dallas Texas area
Prior experience as a high performing Advisor & Planner in the Personal Strategy solution
CFP preferred
New, Posted 20 hours ago
Recommended
Private Wealth Advisor (Private Client - Personal Strategy) - Dallas area

Empower

Dallas, TX 75203

RemoteFlexible ScheduleEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

$87,400.00 - $123,400.00
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Other necessary computer equipment, will be provided.
Bachelor Degree in Business or related discipline or equivalent experience
5+ years related work experience in financial services and client experience
FINRA Series 65 required
FINRA fingerprinting required
Sufficient knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Must reside within territory
You will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
The Ideal Candidate lives and is excited to meet with clients in the Dallas Texas area
Prior experience as a high performing Advisor & Planner in the Personal Strategy solution
CFP preferred
New, Posted 1 day ago
Recommended
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Client Experience Specialist

Archer Blackmon

Dallas, TX 75230

New, Posted 8 hours ago
Recommended
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Work From Home Phone Support - Healthcare - 1099 Contractor

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 1 day ago
Recommended
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Client Service Representative II

Canon U.S.A.

Dallas, TX 75254

$17.20-$23.37/hr
New, Posted 1 day ago
Apply Directly
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 10 hours ago
Apply Directly
Preventative Maintenance Account Executive

Upchurch

Dallas, TX 75201

New, Posted 10 hours ago
Easy Apply
Work From Home Sales Coordinator

HMG Careers

Dallas, TX

RemoteChat NowHealth Insurance

First-year earnings are estimated at $67,000–$70,00, based on individual sales performance.
Commission and bonus compensation
Renewal commissions that can create long-term income
Stock-option opportunities
You will be provided with your leads, training, technology, and ongoing support.
Union membership, protections, and positions.
Leads provided
No traditional cold calling
Medical, dental, and prescription benefits
Comprehensive training and licensing support
We will help you understand the licensing process and identify an appropriate solution.
Flexible hours - not just 8-5.
Have basic computer skills
Are comfortable using Zoom
You must hold or be willing to obtain the life-insurance license required in your province or state.
Applicants must be legally authorized to work in Canada or the United States.
Have sales, customer-service, hospitality, recruiting, or other people-facing experience. This is helpful but not required.
New, Posted 10 hours ago
Easy Apply
Call Center Representative - Life Insurance

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.
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