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Health Insurance Finance Jobs

6 jobs found

5mo ago

Licensed Premier Relationship Banker (Series 7/66, Life/Health)

Rhinebeck Bank Poughkeepsie, NY

Poughkeepsie, NY

5mo ago Closed

$65k - $85k/yr Full time 66 Advisor Banker

This position is no longer accepting applications (closed May 6, 2026).

Job Description

This on-site, branch-based role in Poughkeepsie focuses on growing deposits, expanding consumer lending, and identifying investment opportunities while delivering high quality customer experiences. The position requires a bachelor’s degree in Finance, Economics, Business, or a related field, along with FINRA licenses and a NYS Life/Health Insurance license. The compensation range for this role is between $65,000 and $85,000 annually, depending on experience.

Responsibilities

Proactively engage with customers to uncover banking, lending, and investment opportunities aligned with their financial goals.
Oversee the end-to-end origination of consumer loans, including home equity loans, while ensuring all regulatory requirements are met.
Direct clients to Financial Advisors or Mortgage Loan Partners as appropriate to achieve optimal outcomes.
Provide coaching and mentorship to junior Universal Bankers to support their development.
Travel between branches as needed to serve customers and support the growth of the branch network.

Requirements

Licensing: FINRA Series 7 and 66, plus NYS Life/Health Insurance License.
Proven sales success in outbound outreach and relationship management.
Strong verbal and written communication skills with a focus on delivering exceptional service.
Organizational and coaching abilities to prioritize tasks and mentor junior staff.
Education: Bachelor’s degree in Finance, Economics, Business, or related field preferred.
Valid driver’s license and the ability to travel between branches as needed.

Benefits

Competitive compensation: $65,000 to $85,000 based on experience.
Health, dental, and vision coverage to support your well-being.
Tuition reimbursement to assist with continuing education and career growth.
20 days of paid time off to recharge.
Generous 401(k) match to help plan for the future.
Structured training and development during onboarding, including classroom, webinar, and hands-on learning.
Ongoing mentorship from experienced professionals to foster growth in the role.
Paid volunteer hours to support community involvement and social impact.

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5mo ago

Controller – Automotive Dealership Group (Franchise Experience Required)

O'Brien Motors Indianapolis, IN

Indianapolis, IN

5mo ago Closed

$125k - $150k/yr Full time Accounting Accounts Payable Accounts Receivable

This position is no longer accepting applications (closed May 5, 2026).

Job Description

Controller role for a franchised automotive dealer group with three locations, onsite in Indianapolis.

Responsibilities

Lead and supervise the office managers across three dealership sites, ensuring a 3 to 4 person team per location follows best financial practices and delivers accurate reporting.
Ensure monthly financial statements are accurate and issued on time; establish clear accounting policies for all locations and regularly review general ledger balances and trends to spot and address discrepancies in accordance with GAAP and manufacturer standards.
Manage daily cash flow, including vehicle floor plan activity and checking account sweeps; detect pricing, discount, tax, or payment-method discrepancies; implement duties separation or dual oversight in high fraud-risk areas; ensure transactions comply with internal policies.
Guarantee compliance with applicable laws and regulations ( IRS, EPA, OSHA, NHTSA, FTC, Indiana SOS, AG, etc. ); assess risks, emphasize employee safety and data privacy, safeguard NPI, mitigate cyber events, and maintain the dealerships Information Security Program.
Coordinate annual quotes for health, dental, vision, and life insurance; provide analysis and premium breakdowns; secure and review proposals for property, liability, cyber, workers' compensation, and umbrella coverage to ensure appropriate protection.
Oversee technology across the dealerships, including hardware, software, networks, and data; focus on the dealer management system (CDK/Tekion); map and manage accounting structures within these systems; solicit IT bids as contracts expire and collaborate with vendors to maintain IT infrastructure.
Direct annual parts inventories, reconcile results, and offer improvement recommendations; regularly verify reconciliations for other GL inventory accounts, including labor.
Lead HR operations to ensure compliance with employment laws and dealership policies, including the Employee Handbook, benefits, audits, compliance testing, and required government reporting.
Prepare and present monthly performance reports for General Managers and owners, featuring trend analysis, gross margins, finance department comparisons, AR past-due insights, and inventory aging; propose corrective actions when needed.
Verify payroll, tax filings, and related reports for accuracy and timeliness; ensure compliance with employee benefits and payroll tax regulations.
Create task lists for office managers; review accruals, payroll tax withholdings, and ensure accounting staff balances align with every asset and liability account; collaborate with the accounting firm and office managers to complete year-end adjusting entries, compilation reports, tax returns, LIFO entries, and other year-end items, ensuring timely filings.

Requirements

Education: CPA or bachelor’s degree in accounting or a related field is required.
Experience: At least 5 years as a Controller in a franchised automotive dealership or equivalent automotive industry experience.
Solid understanding of automotive dealership financials, floorplan management, and inventory processes.
Experience with dealer management systems (CDK and Tekion) and related software tools.

Technologies

CDK
Tekion

Benefits

401(k) matching
Dental insurance
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Vision insurance

Compensation

Salary range: USD 125,000 - 150,000 per year
Projected total compensation: USD 125,000 - 150,000 per year

Location and work setup

Location: Indianapolis, IN 46240 (onsite)
Relocation: Required prior to starting
Work arrangement: In person

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6mo ago

Dental Finance & Insurance Coordinator

Longwood Dental Group Brookline, MA

Brookline, MA

6mo ago Closed

Full time Accounting Accounts Receivable Client Relations

This position is no longer accepting applications (closed May 1, 2026).

Job Description

Longwood Dental Group invites you to join as a full-time Dental Finance & Insurance Coordinator in Brookline, MA. This onsite role centers on coordinating dental financing and insurance, supporting smooth office flow, and delivering outstanding patient service.

Benefits

Paid Holidays
Earned Sick Time Compensation
Paid Vacation
Health Insurance Allowance

Responsibilities

Coordinate dental financing and insurance processes for patients
Support daily office workflow to maintain efficient operations
Deliver excellent patient service through clear communication and proactive problem solving

Requirements

Minimum of 1 year of dental finance & insurance experience
Exceptional problem-solving skills
Dedicated to providing excellent customer service
Friendly, approachable, professional, and highly organized
Solid understanding of dental billing and dental finance

Job Details

Job Type: Full-time
Location: Brookline, MA (onsite)

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7mo ago

Financial Advisor

The Misch Group Dallas-Fort Worth, TX

Dallas-Fort Worth, TX

7mo ago Closed

Full time Advisor Book of Business Business Development

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Role Overview

We are seeking a driven and seasoned Financial Advisor to join our team in the Dallas-Fort Worth, TX area. The successful candidate will deliver comprehensive financial planning and investment management services, build and maintain strong client relationships, and contribute to the firm’s growth. This role requires a proactive professional with a proven track record in the financial services industry.

Key Responsibilities

Develop and implement tailored financial plans that address investment, retirement, estate, and insurance needs.
Provide ongoing financial guidance and support, adjusting strategies as goals evolve.
Build and maintain strong client relationships, fostering trust and long-term partnerships.
Acquire and manage a book of business, expanding the firm’s client base.
Perform thorough financial analyses and market research to identify investment opportunities.
Ensure compliance with regulatory requirements and ethical standards.
Participate in business development activities, including networking and client acquisition.
Stay current on industry trends, regulations, and product offerings.

Skills, Knowledge and Expertise

Experience as a Financial Advisor.
Active Series 65 or 66 license required.
Active Health and Life Insurance licenses required.
Established book of business required.
Solid understanding of financial planning principles, investment strategies, and insurance products.
Excellent communication, interpersonal, and presentation skills.
Proven ability to build and maintain client relationships.
Self-motivated, results-oriented, and capable of working independently.
Bachelor’s degree in finance, economics, or a related field preferred.
Proficient with financial planning software and CRM systems.

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7mo ago

Financial Advisor

Forest Hills Financial Group Melville, NY Hybrid

Melville, NY

7mo ago Closed

$80k - $150k/yr Full time Advisor Client Development Client Relationship Management

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Location: Hybrid remote in Melville, NY 11747. Office spaces are located in New York City, Melville, NY and New Jersey. Candidates must reside in the New York Metropolitan Market.

Overview

What you’ll be doing

Consult with clients to understand goals, concerns, and current financial information.
Analyze data to craft a strategy using appropriate products and services.
Build and maintain a client base that values your guidance and input.
Work with clients to keep financial plans up to date and aligned with objectives, fostering long-term relationships.

What we provide

Tools and technology to collect, manage, and service clients effectively.
Development and training—local, virtual, and national—to support ongoing education.
Marketing resources to help grow your practice and communicate with current and prospective clients.
Mentorship and joint-work opportunities.
Exceptional service and support, plus leadership and career development opportunities, including tuition reimbursement and continuing education options.
The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years typically earn $90K to $100K per year on average, including first-year and renewal commissions; renewal commissions begin in year two.

Compensation

Pay structure is commission-based with bonus opportunities.

Requirements

U.S. citizen or permanent resident required.
Four-year college degree (Preferred).
Obtain appropriate licensing.

Who we are

Guardian has helped people protect their futures and achieve financial well-being for over 160 years. Each day, we serve 29 million people, assisting families with financial confidence and life, health, and wealth planning. We support retirement planning, employee benefits for companies, and resilience in times of unexpected loss.

The Guardian Life Insurance Company of America (Guardian) in New York, NY, is the parent of The Guardian Network®. The Guardian Network® comprises a group of preferred providers authorized to offer Guardian products and services. Park Avenue Securities LLC (PAS) is a wholly owned subsidiary of The Guardian Life Insurance Company of America, located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products and a registered investment advisor providing financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25).

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7mo ago

Financial Advisor

Forest Hills Financial Group New York, NY Hybrid

New York, NY

7mo ago Closed

$80k - $150k/yr Full time 401k Advisor Client Development

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

Forest Hills Financial Group, a member of The Guardian Network, is inviting motivated individuals to join our team as Financial Advisors. This is a hybrid role requiring residency in the New York Metropolitan Market. Our offices are located in New York City, Melville, NY, and New Jersey. The position is hybrid, with a mix of client engagement, in-person meetings, and remote work.

What you’ll be doing

Develop and maintain a client base that values your guidance and expertise.
Meet with clients to understand their goals, concerns, and current financial information.
Analyze client data to craft a strategy and match appropriate products and services.
Help clients keep their financial plans current and aligned with their objectives, building long-lasting relationships.

What we provide

Tools and technology to collect, manage, and service your clients effectively.
Development and training locally, virtually, and nationally to support your growth.
Resources to market and grow your practice and communicate efficiently with clients.
Mentorship and joint-work opportunities.
Superior service and ongoing support, plus leadership and career development opportunities including tuition reimbursement and continuing education.
The Guardian FR contract includes a starting draw of $24,000; new Financial Professionals in their first four years typically earn $90,000–$100,000 per year on average, including first-year and renewal commissions; renewal commissions begin in year two.

Benefits

Life Insurance
Flexible schedule
Vision Insurance
401(k) with matching
Flexible spending account
Health Insurance
Dental Insurance
Retirement plan

Requirements

Must be a US citizen or permanent resident
A four-year college degree (Preferred)
Obtain appropriate licensing

Pay

Compensation is commission-based with bonus opportunities.

Who we are

Guardian has been helping people protect their futures and pursue financial confidence for more than 160 years. We serve 29 million people daily, assisting individuals and families with life, health, and wealth planning, retirement preparation, and employee benefits for companies. The Guardian Network comprises a group of preferred providers offering Guardian Life Insurance Company of America products. Guardian’s mission is to help people plan for a secure financial future and recover and thrive in times of unexpected loss.

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Health Insurance Finance Jobs

Licensed Premier Relationship Banker (Series 7/66, Life/Health)

Controller – Automotive Dealership Group (Franchise Experience Required)

Dental Finance & Insurance Coordinator

Financial Advisor

Financial Advisor

Financial Advisor

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