Bank of America
Encino, California
Job Description: At Bank of America, we re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors those with a passion for growing a long term career and a drive to make our clients financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America s as a Financial Solutions Advisor and become a specialist in one of over 4,000 locations nationwide. Our award winning Academy offers a defined path to becoming an advisor through a multi-stage training program; one that provides you with dedicated and personalized classes for your Securities Industry licenses along with the necessary experience and skills to succeed in your role. From day one, you will receive hands on training and support to ensure you get your career started right. As a Financial Solutions Advisor, your journey begins working in a financial center where you will learn Bank of America s core banking and client care approach. You will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to humanizing financial interactions we ll equip you with everything you need as you move through the stages of development. At Bank of America, we are dedicated to providing the best possible care and guidance for our clients financial lives. We serve the needs of over 65 Million clients across the country through a growing nationwide footprint and the most advanced digital platform in the financial services industry. If you are passionate about helping clients reach their goals and interested in a career in investments, consider becoming a Merrill Edge Financial Solutions Advisor. We re looking for the next generation of financial advisors those with a passion for people and drive to build a business that makes their financial lives better. Going beyond banking and investment strategies, you ll consider a client s entire financial picture, and then guide them with advice and solutions to help them live their best financial lives. From day one, you will receive best- in- class training from the award winning Academy Aat Bank of America; including hands- on practice, personalized coaching and dedicated classes for the Securityies Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success, you will have unlimited career growth with and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with many In Role Development, Mastery and Leadership Development Programs. We ll help you Get training and one-on-one coaching from Academy managers who are invested in your success. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses though structured lessons and dedicated study time. Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide. Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you ll interact with banking customers, small business owners and higher net worth clients alike. Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts. Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust. As a Financial Solutions Advisor, you can look forward to Unlimited potential for financial growth A strong referral base from across the business that will give you a leg-up on client acquisition Robust marketing support to reach wider audiences with greater appeal Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes Leadership opportunities, from leading client and conference seminars to mentoring junior associates You re the kind of person that Sets and accomplishes goals, achieving whatever you put your mind to Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients Communicates clear and confidently with customers from all walks of life Works well with others and collaborates productively to get things done Can manage complexity, prioritize tasks and execute in a fast-paced environment Likes to learn on your feet, adapting to new information and seeking the right solutions for clients Efficiently manages your time and capacity Is thorough and will incorporate relevant regulatory due diligence into daily to-do s and long-term strategies for clients You ll be even more prepared if you have Strong computer skills with an ability to multitask in a demanding environment A bachelor s degree, or 1-2 years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded We re a culture that Has a place for everyone committed to doing the work. We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs Believes in responsible growth and has a proven dedication to supporting the communities we serve Shift: 1st shift (United States of America) Hours Per Week: 40 Associated topics: agent, inside sales, insurance agent, lead sales agent, outside sales, phone, retail, sales agent, sales associate, sell
Job Description: At Bank of America, we re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors those with a passion for growing a long term career and a drive to make our clients financial lives better. If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America s as a Financial Solutions Advisor and become a specialist in one of over 4,000 locations nationwide. Our award winning Academy offers a defined path to becoming an advisor through a multi-stage training program; one that provides you with dedicated and personalized classes for your Securities Industry licenses along with the necessary experience and skills to succeed in your role. From day one, you will receive hands on training and support to ensure you get your career started right. As a Financial Solutions Advisor, your journey begins working in a financial center where you will learn Bank of America s core banking and client care approach. You will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to humanizing financial interactions we ll equip you with everything you need as you move through the stages of development. At Bank of America, we are dedicated to providing the best possible care and guidance for our clients financial lives. We serve the needs of over 65 Million clients across the country through a growing nationwide footprint and the most advanced digital platform in the financial services industry. If you are passionate about helping clients reach their goals and interested in a career in investments, consider becoming a Merrill Edge Financial Solutions Advisor. We re looking for the next generation of financial advisors those with a passion for people and drive to build a business that makes their financial lives better. Going beyond banking and investment strategies, you ll consider a client s entire financial picture, and then guide them with advice and solutions to help them live their best financial lives. From day one, you will receive best- in- class training from the award winning Academy Aat Bank of America; including hands- on practice, personalized coaching and dedicated classes for the Securityies Industry Essentials (SIE), Series 7 and Series 66 licenses. With demonstrated success, you will have unlimited career growth with and the opportunity to advance in many roles within Merrill Edge, Bank of America, Merrill Lynch and U.S. Trust. The Academy will support you along the way with many In Role Development, Mastery and Leadership Development Programs. We ll help you Get training and one-on-one coaching from Academy managers who are invested in your success. Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses though structured lessons and dedicated study time. Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities. Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide. Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you ll interact with banking customers, small business owners and higher net worth clients alike. Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts. Continuously learn and grow, with on-going career development support and opportunities for advancement with Bank of America, Merrill Lynch and U.S. Trust. As a Financial Solutions Advisor, you can look forward to Unlimited potential for financial growth A strong referral base from across the business that will give you a leg-up on client acquisition Robust marketing support to reach wider audiences with greater appeal Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes Leadership opportunities, from leading client and conference seminars to mentoring junior associates You re the kind of person that Sets and accomplishes goals, achieving whatever you put your mind to Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients Communicates clear and confidently with customers from all walks of life Works well with others and collaborates productively to get things done Can manage complexity, prioritize tasks and execute in a fast-paced environment Likes to learn on your feet, adapting to new information and seeking the right solutions for clients Efficiently manages your time and capacity Is thorough and will incorporate relevant regulatory due diligence into daily to-do s and long-term strategies for clients You ll be even more prepared if you have Strong computer skills with an ability to multitask in a demanding environment A bachelor s degree, or 1-2 years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded We re a culture that Has a place for everyone committed to doing the work. We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs Believes in responsible growth and has a proven dedication to supporting the communities we serve Shift: 1st shift (United States of America) Hours Per Week: 40 Associated topics: agent, inside sales, insurance agent, lead sales agent, outside sales, phone, retail, sales agent, sales associate, sell
WellCare
Tampa, Florida
Provides facilitation, assessment, content development, teaching and monitoring of educational programs. Responsible for onboarding and mentoring new Learning and Development specialists in their first 90 days. Mentors and supports the ongoing development of new and existing. Learning and Development Specialist. Provides instructional design support to key learning and development delivery projects. Leads learning and development projects supporting enterprise initiatives, including market acquisitions and expansions. Monitors, analyzes and reports on feedback trends. Essential Functions: Trains, facilitates and assesses training programs for WellCare in office and remote settings. Assesses, designs and develops instructional materials including training manuals, facilitation guides, teaching aids, assessments, training activities, role play scenarios, self-paced study and performance evaluation tools. Employs a variety of training methodologies, techniques, concepts, learning tools, and practices to ensure maximum effectiveness of training program Conducts research for needs assessments and provides written complete detailed recommendations to Manager. Manages group dynamics through the use of ?learner focused? environment and adult accelerated learning methods. Responsible for associate development including coaching associates to perform effectively Reviews all programs assigned and continuously ensures they meet the rigorous standards that are set forth. Produces professional presentations and training materials using MS Word, PowerPoint and other desktop publishing software. Revises existing training materials and programs based on audit results, questionnaires, changing procedures and feedback from internal/ external customers, subject matter experts, program sponsors and trainers. Coordinates and organizes enrollment of students, assembles necessary program materials, decoration/setup of classroom, shopping for supplies, catering and other functions related to WellCare University. Schedules training programs and prepares training status reports, assessments and evaluation tools. Leads and coordinates projects for the department. Responsible for training trainers and managers on new content. Performs other duties as assigned. Additional Responsibilities: Candidate Education: Required A Bachelor's Degree in a related field Required or equivalent work experience Candidate Experience: Required 4 years of experience in design and delivery of training programs using strong facilitation and communication skills, evaluation of learner needs, assessment of training programs and implementation of learning solutions for performance enhancement, OR Required 3 years of experience in clinical practice in a hospital, clinic or other provider setting. Required Other Experience in the following areas: Government Programs, Medicare and Medicaid/Clinical practice in a hospital, clinic or other provider setting /Claims / Member Services / Health Services / Call Center / Sales / Provider Relations Training and development / Corporate University/ HMO, managed health care or Insurance professional/ Curriculum development specialist/ Team leader for groups of 25 or more/ On line training / Computer based learning professional/ Public speaker / seminar leader Candidate Skills: Intermediate Other Proficient in writing professional self-study books and scripted lessons Advanced Other Skilled as a facilitator, public speaker and/or seminar leader experience Intermediate Other Ability to read large amounts of technical materials and extract key ideas for use in written / spoken lesson plans and programs. Advanced Demonstrated interpersonal/verbal communication skills Licenses and Certifications: A license in one of the following is required: Preferred Licensed Clinical Social Worker (LCSW) Preferred Licensed Registered Nurse (RN) Preferred Licensed Practical Nurse (LPN) Preferred Licensed Mental Health Counselor (LMHC) Technical Skills: Required Advanced Microsoft PowerPoint Required Advanced Microsoft Word Required Intermediate Microsoft Excel Required Advanced Microsoft Outlook Preferred Intermediate Articulate Preferred Intermediate Adobe Acrobate Preferred Intermediate SharePoint Preferred Intermediate Other Skilled at conducting Internet research Languages: Preferred Spanish About us Headquartered in Tampa, Fla., WellCare Health Plans, Inc. (NYSE: WCG) focuses primarily on providing government-sponsored managed care services to families, children, seniors and individuals with complex medical needs primarily through Medicaid, Medicare Advantage and Medicare Prescription Drug Plans, as well as individuals in the Health Insurance Marketplace. WellCare serves approximately 5.5 million members nationwide as of September 30, 2018. WellCare is a Fortune 500 company that employs nearly 12,000 associates across the country and was ranked a "World's Most Admired Company" in 2018 by Fortune magazine. For more information about WellCare, please visit the company's website at . EOE: All qualified applicants shall receive consideration for employment without regard to race, color, religion, creed, age, sex, pregnancy, veteran status, marital status, sexual orientation, gender identity or expression, national origin, ancestry, disability, genetic information, childbirth or related medical condition or other legally protected basis protected by applicable federal or state law except where a bona fide occupational qualification applies. Comprehensive Health Management, Inc. is an equal opportunity employer, M/F/D/V/SO.
Provides facilitation, assessment, content development, teaching and monitoring of educational programs. Responsible for onboarding and mentoring new Learning and Development specialists in their first 90 days. Mentors and supports the ongoing development of new and existing. Learning and Development Specialist. Provides instructional design support to key learning and development delivery projects. Leads learning and development projects supporting enterprise initiatives, including market acquisitions and expansions. Monitors, analyzes and reports on feedback trends. Essential Functions: Trains, facilitates and assesses training programs for WellCare in office and remote settings. Assesses, designs and develops instructional materials including training manuals, facilitation guides, teaching aids, assessments, training activities, role play scenarios, self-paced study and performance evaluation tools. Employs a variety of training methodologies, techniques, concepts, learning tools, and practices to ensure maximum effectiveness of training program Conducts research for needs assessments and provides written complete detailed recommendations to Manager. Manages group dynamics through the use of ?learner focused? environment and adult accelerated learning methods. Responsible for associate development including coaching associates to perform effectively Reviews all programs assigned and continuously ensures they meet the rigorous standards that are set forth. Produces professional presentations and training materials using MS Word, PowerPoint and other desktop publishing software. Revises existing training materials and programs based on audit results, questionnaires, changing procedures and feedback from internal/ external customers, subject matter experts, program sponsors and trainers. Coordinates and organizes enrollment of students, assembles necessary program materials, decoration/setup of classroom, shopping for supplies, catering and other functions related to WellCare University. Schedules training programs and prepares training status reports, assessments and evaluation tools. Leads and coordinates projects for the department. Responsible for training trainers and managers on new content. Performs other duties as assigned. Additional Responsibilities: Candidate Education: Required A Bachelor's Degree in a related field Required or equivalent work experience Candidate Experience: Required 4 years of experience in design and delivery of training programs using strong facilitation and communication skills, evaluation of learner needs, assessment of training programs and implementation of learning solutions for performance enhancement, OR Required 3 years of experience in clinical practice in a hospital, clinic or other provider setting. Required Other Experience in the following areas: Government Programs, Medicare and Medicaid/Clinical practice in a hospital, clinic or other provider setting /Claims / Member Services / Health Services / Call Center / Sales / Provider Relations Training and development / Corporate University/ HMO, managed health care or Insurance professional/ Curriculum development specialist/ Team leader for groups of 25 or more/ On line training / Computer based learning professional/ Public speaker / seminar leader Candidate Skills: Intermediate Other Proficient in writing professional self-study books and scripted lessons Advanced Other Skilled as a facilitator, public speaker and/or seminar leader experience Intermediate Other Ability to read large amounts of technical materials and extract key ideas for use in written / spoken lesson plans and programs. Advanced Demonstrated interpersonal/verbal communication skills Licenses and Certifications: A license in one of the following is required: Preferred Licensed Clinical Social Worker (LCSW) Preferred Licensed Registered Nurse (RN) Preferred Licensed Practical Nurse (LPN) Preferred Licensed Mental Health Counselor (LMHC) Technical Skills: Required Advanced Microsoft PowerPoint Required Advanced Microsoft Word Required Intermediate Microsoft Excel Required Advanced Microsoft Outlook Preferred Intermediate Articulate Preferred Intermediate Adobe Acrobate Preferred Intermediate SharePoint Preferred Intermediate Other Skilled at conducting Internet research Languages: Preferred Spanish About us Headquartered in Tampa, Fla., WellCare Health Plans, Inc. (NYSE: WCG) focuses primarily on providing government-sponsored managed care services to families, children, seniors and individuals with complex medical needs primarily through Medicaid, Medicare Advantage and Medicare Prescription Drug Plans, as well as individuals in the Health Insurance Marketplace. WellCare serves approximately 5.5 million members nationwide as of September 30, 2018. WellCare is a Fortune 500 company that employs nearly 12,000 associates across the country and was ranked a "World's Most Admired Company" in 2018 by Fortune magazine. For more information about WellCare, please visit the company's website at . EOE: All qualified applicants shall receive consideration for employment without regard to race, color, religion, creed, age, sex, pregnancy, veteran status, marital status, sexual orientation, gender identity or expression, national origin, ancestry, disability, genetic information, childbirth or related medical condition or other legally protected basis protected by applicable federal or state law except where a bona fide occupational qualification applies. Comprehensive Health Management, Inc. is an equal opportunity employer, M/F/D/V/SO.
