Location: Milwaukee, WI
Company: Virtualvocations
targets and present solutions for various savings goals Required Qualifications: Bachelor's degree or equivalent combination of education and work experience 3+ years of financial industry experience with demonstrated success in exceeding goals FINRA Series 65 required (or CFP); FINRA fingerprinting required In-depth understanding of retail investment vehicles and account types Expert knowledge of industry-wide investment products and services
providing compensation advice Deep knowledge of compensation design practices and market insights Advanced Excel modeling skills and experience with large datasets Experience designing incentive plans CCP Designation and experience with compensation surveys preferred
performance History of creative, persistent, and effective outbound sales lead follow-up messaging Proficiency and experience using , Outreach, and Linked In Strong attention to detail, organizational skills, and multitasking ability
Master's degree or higher in Psychology or related discipline from a regionally accredited university Proficiency in common internet tools, Word, Excel, and Power Point Must reside and be eligible to work in the United States
with coordinators on HEDIS audit submissions and collect data for Quality Program projects Required Qualifications: High School Diploma or GED, Bachelor's Degree in related field preferred 3+ years of experience in a related field Experience in medical record review abstraction and overreading, data analysis, and problem resolution activities Knowledge of HEDIS medical record review guidelines and process Proficiency in Microsoft Office (Power Point, Excel, Word)
