Illinois Licensed Financial Advisor

Job Summary

To support a growing practice, the full-time Illinois Licensed Financial Advisor will manage client business accounts, handle third-party insurance processing, and assist clients with funding options in a remote work environment.

Key responsibilities

• Handle third-party insurance processing, including benefit verification and financial interviews with clients
• Conduct individual case benefit negotiations and provide necessary documentation for fiscal management
• Assist clients with Medicaid applications and coordinate payment activities according to agency agreements

Required qualifications

• High School diploma or GED
• Minimum of two years experience in handling third-party insurance claims
• Ability to perform computer data entry effectively
• Must be emotionally and medically able to perform essential job responsibilities
• Must be free from active or infectious diseases