Business, Entrepreneurialism, and Management

Personal Financial Advisors

Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

Salary Breakdown

Personal Financial Advisors

Average

$92,180

ANNUAL

$44.32

HOURLY

Entry Level

$37,530

ANNUAL

$18.05

HOURLY

Mid Level

$64,100

ANNUAL

$30.82

HOURLY

Expert Level

$166,310

ANNUAL

$79.96

HOURLY


Current Available & Projected Jobs

Personal Financial Advisors

186

Current Available Jobs

8,300

Projected job openings through 2032


Sample Career Roadmap

Personal Financial Advisors

Job Titles

Entry Level

JOB TITLE

Assistant/Associate Personal Financial Advisor

Mid Level

JOB TITLE

Personal Financial Advisor

Expert Level

JOB TITLE

Senior Personal Financial Advisor


Top Expected Tasks

Personal Financial Advisors


Knowledge, Skills & Abilities

Personal Financial Advisors

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Psychology

SKILL

Active Listening

SKILL

Reading Comprehension

SKILL

Speaking

SKILL

Writing

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Speech Clarity

ABILITY

Written Comprehension

ABILITY

Inductive Reasoning


Job Opportunities

Personal Financial Advisors

  • Account Executive - MidMarket VAST
    Zoom    Phoenix, AZ 85067
     Posted 3 days    

    Midmarket VAST Account Executive

    What you can expect

    Zoom is looking for Midmarket VAST (Value Added Selling Team) Account Executives specializing in selling our Workplace Platform. Our Midmarket VAST team engages with existing customers to expand their account to the entire Zoom platform. Our sales team focuses on working with growing organizations within a defined geographic territory.

    About the Team

    The Zoom sales team is a dynamic force driving the company's success. The team passionately engages with clients, with a focus on delivering cutting-edge communication solutions for our customers. Through strategic partnerships and a customer-centric approach, they play a pivotal role in expanding Zoom's presence and ensuring businesses harness the full potential of virtual collaboration.

    What we’re looking for

    + Experience (2+ yrs) in a sales/sales support role

    + Experience Utilizing Customer Relationship Management (CRM) tool

    Salary Range or On Target Earnings:

    Minimum:

    $92,300.00

    Maximum:

    $184,600.00

    In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.

    Note: Starting pay will be based on a number of factors and commensurate with qualifications & experience.

    We also have a location based compensation structure; there may be a different range for candidates in this and other locations.

    Ways of WorkingOur structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.

    BenefitsAs part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click Learn (https://careers.zoom.us/benefits) for more information.

    About UsZoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars.We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Find room to grow with opportunities to stretch your skills and advance your career in a collaborative, growth-focused environment.

    Our Commitment​

    At Zoom, we believe great work happens when people feel supported and empowered. We’re committed to fair hiring practices that ensure every candidate is evaluated based on skills, experience, and potential. If you require an accommodation during the hiring process, let us know—we’re here to support you at every step.

    We welcome people of different backgrounds, experiences, abilities and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.

    If you need assistance navigating the interview process due to a medical disability, please submit an Accommodations Request Form (https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&d=1127274756253361) and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.

    Think of this opportunity as a marathon, not a sprint! We're building a strong team at Zoom, and we're looking for talented individuals to join us for the long haul. No need to rush your application – take your time to ensure it's a good fit for your career goals. We continuously review applications, so submit yours whenever you're ready to take the next step.

    #LI-Remote


    Employment Type

    Full Time

  • Patient Access Specialist (Financial Counselor) - Chandler, AZ
    UnitedHealth Group    Chandler, AZ 85286
     Posted 3 days    

    Optum is a global organization that delivers care, aided by technology, to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start **Caring. Connecting. Growing together.**

    The **Patient Access Specialist (Financial Counselor)** functions as an integral member of the team and is the first point of contact for all people inquiring about the provider’s practice. The primary role is to organize the practice’s daily activities and paperwork.

    This position is Per Diem and will work on an as needed basis. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours. Schedule will be given at the time of hire, subject to business needs. It may be necessary, given the business need, to work occasional overtime. Our office is located at 1955 W FRYE RD Chandler, AZ.

    **Schedule** : Friday 8:00 - 4:30pm with varying weekend day shifts

    **Primary Responsibilities:**

    + Verifies insurance eligibility and benefits on all assigned accounts using electronic verification systems or by contacting payers directly to determine level of insurance coverage. When contacting payers directly, utilizes approved scripting

    + Obtains referral, authorization and pre-certification information and documents this information in system

    + Identifies outstanding balances from patient’s previous visits and attempts to collect any amount due

    + Trains staff on computer systems, new processes, payer updates and assigned reporting

    + Functions as a superuser for primary computer systems

    + Proactively identifies and leads department improvement opportunities

    + Works on Special Projects as needed

    + Performs the duties of a Patient Access Representative

    + Maintains up-to-date knowledge of specific admission, registration and pre-registration requirements for all areas

    You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear directions on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

    **Required Qualifications:**

    + High School Diploma/GED (or higher)

    + 2+ years of customer service experience in a hospital, office setting or phone support role

    + 1+ years of electronic health record experience

    + Ability to work 100% onsite at 1955 W FRYE RD, Chandler, AZ

    + Must be 18 years of age or older

    **Preferred Qualifications:**

    + 1+ years of experience with prior authorizations

    + Experience with Microsoft Office products

    + Experience in a Hospital Patient Registration Department, Physician office or any medical setting

    + Working knowledge of medical terminology

    + Understanding of insurance policies and procedures

    + Experience in insurance reimbursement and financial verification

    + Ability to perform basic mathematics for financial payments

    + Experience in requesting and processing financial payments

    **Soft Skills:**

    + Strong interpersonal, communication and customer service skills

    **Physical and Work Environment:**

    + Standing for long periods of time (10 to 12 hours) while using a workstation on wheels and phone/headset

    The salary range for this role is $16.88 to $33.22 per hour based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.

    _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location, and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission._

    _UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._

    _UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment._

    \#RPO #RED


    Employment Type

    Full Time

  • Financial Counselor - Phoenix, AZ
    UnitedHealth Group    Phoenix, AZ 85067
     Posted 3 days    

    **$2,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS**

    Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data, and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits, and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start **Caring. Connecting. Growing together.**

    As a **Patient Care Coordinator** , we are often the first point of contact for our patients and their families. As such we value representing an important first impression. Our professionalism, expertise and dedication help ensure that our patients receive the quality of care they need. We are diligent in obtaining complete and accurate insurance and demographic information in a timely manner, this enables us to provide high quality, compassionate health care service to all who need them, regardless of their ability to pay.

    **Location** : 350 W Thomas Road, Phoenix, AZ 85013

    **Primary Responsibilities:**

    + Maintains up-to-date knowledge of specific registration requirements for all areas, including but not limited to: Main Admitting, OP Registration, ED Registration, Maternity, and Rehabilitation units

    + Ensures complete, accurate and timely entry of demographic information into the ADT system at the time of registration

    + Properly identifies the patient to ensure medical record numbers are not duplicated

    + Responsible for reviewing assigned accounts to ensure accuracy and required documentation is obtained and complete

    + Meet CMS billing requirements for the completion of the MSP, issuance of the Important Message from Medicare, issuance of the Observation Notice, and other requirements, as applicable and documenting completion within the hospital’s information system for regulatory compliance and audit purposes

    + Collects and enters required data into the ADT system with emphasis on accuracy of demographic and financial information in order to ensure appropriate reimbursement

    + Carefully reviews all information entered in ADT on pre-registered accounts

    + Verifies all information with patient at time of registration; corrects any errors identified

    + Identifies all forms requiring patient/guarantor signature and obtains signatures

    + Ensures all required documents are scanned into the appropriate system(s)

    + Identifies all appropriate printed material hand-outs for the patient and provides them to the patient/guarantor (Patient Rights and Responsibilities, HIPAA Privacy Act notification, Advance Directive, etc.)

    + Follows “downtime” procedures by manually entering patient information; identifying patient’s MRN in the MPI database, assigning a financial number; and, accurately entering all information when the ADT system is live

    + Assesses self-pay patients for presumptive eligibility and when appropriate initiates the process

    + Monitors and addresses tasks associated with the Mede/Analytics PAI tool

    + Follows approved scripting, verifies insurance benefits on all patients registered daily by using electronic verification systems or by contacting payers directly to determine the level of insurance coverage

    + Thoroughly and accurately documents insurance verification information in the ADT system, identifying deductibles, copayments, coinsurance, and policy limitations

    + Obtains referral, authorization and pre-certification information; documents this information in the ADT system and submit notices of admission when necessary

    + Verifies medical necessity check has been completed for outpatient services. If not completed and only when appropriate, uses technology tool to complete medical necessity check and/or notifies patient that an ABN will need to be signed

    + Identifies payer requirements for medical necessity

    + Verifies patient liabilities with payers, calculates patient’s payment, and requests payment at the time of registration

    + Identifies any outstanding balance due from previous visits, notifies patient and requests patient payment

    + Sets up payment plans for patients who cannot pay their entire current copayment and/or past balance in one payment

    + Thoroughly and accurately documents the conversation with the patient regarding financial liabilities and agreement to pay

    + When collecting patient payments, follows department policy and procedure regarding applying payment to the patient’s account and providing a receipt for payment

    + Clarifies division of financial responsibility if payment for services is split between a medical group and an insurance company. Ensures this information is clearly documented in the ADT system

    + When necessary, escalates accounts to appropriate Patient Registration leadership staff, based on outcomes of the verification process and patient’s ability to pay

    **What are the reasons to consider working for UnitedHealth Group? Put it all together - competitive base pay, a full and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some of our offerings include:**

    + Paid Time Off which you start to accrue with your first pay period plus 8 Paid Holidays

    + Medical Plan options along with participation in a Health Spending Account or a Health Saving account

    + Dental, Vision, Life& AD&D Insurance along with Short-term disability and Long-Term Disability coverage

    + 401(k) Savings Plan, Employee Stock Purchase Plan

    + Education Reimbursement

    + Employee Discounts

    + Employee Assistance Program

    + Employee Referral Bonus Program

    + Voluntary Benefits (pet insurance, legal insurance, LTC Insurance, etc.)

    + More information can be downloaded at: http://uhg.hr/uhgbenefits

    You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

    **Required Qualifications:**

    + High School Diploma/GED (or higher)

    + 1+ years of customer service experience

    + 1+ years of collections or insurance-related experience

    + Beginner level of proficiency working with computers/data entry

    **Preferred Qualifications:**

    + 1+ years of experience working in a hospital Patient Registration department, physician office setting, healthcare insurance company, revenue cycle vendor, and/or other revenue cycle related roles

    + 1+ years of leadership experience

    + General understanding of insurance policies and procedures

    + Working knowledge of medical terminology

    + Able to perform basic mathematics for payment calculation

    **Soft Skills:**

    + Excellent interpersonal, communication and customer service skills

    ****PLEASE NOTE** The sign-on bonus is only available to external candidates. Candidates who are currently working for UnitedHealth Group, UnitedHealthcare or a related entity in a full time, part time or per diem basis ("Internal Candidates") are not eligible to receive a sign on bonus.**

    The salary range for this role is $16.88 to $33.22 per hour based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.

    _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location, and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission._

    _UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._

    _UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._

    \#RPO, #RED


    Employment Type

    Full Time

  • Account Executive (Northeast)
    Verint Systems, Inc.    Phoenix, AZ 85067
     Posted 3 days    

    At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .

    **Overview of Job Function:**

    The Account Executive is responsible for driving business in assigned accounts (new and installed as assigned) with a concentration on new add-on business and product expansion across the Northeast Territory. The AE is expected to identify, drive, and sell Verint solutions and maintain effective account relationships within their assigned territory. The AE is responsible for owning and setting the account strategy and vision and developing a plan to execute the tactics and strategies necessary to hit both quarterly and annual sales objectives. This role will also be responsible for establishing and maintaining effective cross-functional relationships and interactions with other internal departments such as Pre-Sales, Channels, Sales Operations, Product House, and Customer Support to name a few.

    **Principal Duties and Essential Responsibilities:**

    + Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.

    + Responsible to lead all regularly scheduled calls and assign tasks with accountability to the virtual team members.

    + Owns the Executive relationships and is responsible for understanding the customers’ business needs and direction.

    + Be up to speed with all current events within the account, understand the political landscape, be able to manage relationships at all levels, and be able to map our solutions to help them meet their business objectives.

    + Develops and owns the overall sales pipeline and is responsible for both closing and prospecting into Verint’s top accounts.

    + Effectively conducts interaction with accounts at all levels; face-to-face calls, conference calls, WebEx, and email communications.

    + Thoroughly assess the customer’s needs and present the appropriate solution, utilizing the region’s Solutions Engineer(s) as needed.

    + Serves as a focal point for customer support issue escalation and maintains high levels of customer satisfaction and loyalty with customers.

    + Provide effective sales presentations and product demonstrations to assigned customers and prospects.

    + Maintain effective relationships with established customers and develop strategies to maximize revenue opportunities through increased portfolio usage.

    + Provide the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline, and results of prospecting activities.

    + Provide routine and accurate updates to the Company’s sales database with account activity and status.

    + Maintain a comprehensive and ongoing knowledge of Verint products and technology, as well as industry trends.

    **Minimum Requirements:**

    + Bachelor's Degree or equivalent work experience

    + Five (5) years of sales experience and success in selling high-value, complex, and long sales cycle enterprise software and/or high-value services.

    + Proven and successful sales track record of quota attainment

    + Must be able to effectively prospect and identify business opportunities, conduct needs analysis, and present and close solutions sales to targeted accounts.

    + Effective and Professional presentation and communication skills, both written and verbal are required with the ability to penetrate and establish relationships with customer’s senior-level executives.

    + Must possess excellent negotiation and closing skills with the proven ability to qualify prospects from both an operational and financial standpoint

    + Travel approximately 50-75%.

    + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations

    + The ability to obtain the necessary credit line required to travel

    **Preferred Requirements:**

    + Working knowledge of value-added ROI business process sales engagements/tools

    + Knowledge of Workforce Management, and /or CRM/ERP software background desired

    + Bachelor’s Degree or equivalent sales experience

    \#LI-BM1

    MIN: $130k

    MAX: $150k

    Verint Systems Inc. is an equal opportunity employer and is committed to maintaining a workplace free from discrimination, retaliation, and sexual and any other form of harassment. Verint has a zero-tolerance policy against any form of discrimination, retaliation, or harassment including sexual harassment or any other form of harassment based on race, color, religion, sex, age, national origin, genetic information, disability, veteran status, and any other classification or characteristic protected by applicable federal, state or local laws. Verint operates in accordance with all anti-discrimination laws and affords equal opportunities to employees and applicants without regard to any characteristic or protected class in our hiring, promotion and termination practices.

    **For US Applicants**

    _2025 Benefits Offering (https://fa-epcb-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/AtkTopicContentQuickPreview?TopicId=300000196780014&Title=Verint+2025+Benefits)\_


    Employment Type

    Full Time

  • Account Executive (Northeast)
    Verint Systems, Inc.    Phoenix, AZ 85067
     Posted 3 days    

    At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .

    **Overview of Job Function:**

    The Account Executive is responsible for driving business in assigned accounts (new and installed as assigned) with a concentration on new add-on business and product expansion across the Northeast Territory. The AE is expected to identify, drive, and sell Verint solutions and maintain effective account relationships within their assigned territory. The AE is responsible for owning and setting the account strategy and vision and developing a plan to execute the tactics and strategies necessary to hit both quarterly and annual sales objectives. This role will also be responsible for establishing and maintaining effective cross-functional relationships and interactions with other internal departments such as Pre-Sales, Channels, Sales Operations, Product House, and Customer Support to name a few.

    **Principal Duties and Essential Responsibilities:**

    + Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.

    + Responsible to lead all regularly scheduled calls and assign tasks with accountability to the virtual team members.

    + Owns the Executive relationships and is responsible for understanding the customers’ business needs and direction.

    + Be up to speed with all current events within the account, understand the political landscape, be able to manage relationships at all levels, and be able to map our solutions to help them meet their business objectives.

    + Develops and owns the overall sales pipeline and is responsible for both closing and prospecting into Verint’s top accounts.

    + Effectively conducts interaction with accounts at all levels; face-to-face calls, conference calls, Webex, and email communications.

    + Thoroughly assess the customer’s needs and present the appropriate solution, utilizing the region’s Solutions Engineer(s) as needed.

    + Serves as a focal point for customer support issue escalation and maintains high levels of customer satisfaction and loyalty with customers.

    + Provide effective sales presentations and product demonstrations to assigned customers and prospects.

    + Maintain effective relationships with established customers and develop strategies to maximize revenue opportunities through increased portfolio usage.

    + Provide the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline, and results of prospecting activities.

    + Provide routine and accurate updates to the Company’s sales database with account activity and status.

    + Maintain a comprehensive and ongoing knowledge of Verint products and technology, as well as industry trends.

    **Minimum Requirements:**

    + Bachelor's Degree or equivalent work experience

    + Five (5) years of sales experience and success in selling high-value, complex, and long sales cycle enterprise software and/or high-value services.

    + Proven and successful sales track record of quota attainment

    + Must be able to effectively prospect and identify business opportunities, conduct needs analysis, and present and close solutions sales to targeted accounts.

    + Effective and Professional presentation and communication skills, both written and verbal are required with the ability to penetrate and establish relationships with customer’s senior-level executives.

    + Must possess excellent negotiation and closing skills with the proven ability to qualify prospects from both an operational and financial standpoint

    + Travel approximately 50-75%.

    + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations

    + The ability to obtain the necessary credit line required to travel

    **Preferred Requirements:**

    + Working knowledge of value-added ROI business process sales engagements/tools

    + Knowledge of Workforce Management, and /or CRM/ERP software background desired

    + Bachelor’s Degree or equivalent sales experience

    \#LI-BM1

    MIN: $130k

    MAX: $150k

    Verint Systems Inc. is an equal opportunity employer and is committed to maintaining a workplace free from discrimination, retaliation, and sexual and any other form of harassment. Verint has a zero-tolerance policy against any form of discrimination, retaliation, or harassment including sexual harassment or any other form of harassment based on race, color, religion, sex, age, national origin, genetic information, disability, veteran status, and any other classification or characteristic protected by applicable federal, state or local laws. Verint operates in accordance with all anti-discrimination laws and affords equal opportunities to employees and applicants without regard to any characteristic or protected class in our hiring, promotion and termination practices.

    **For US Applicants**

    _2025 Benefits Offering (https://fa-epcb-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/AtkTopicContentQuickPreview?TopicId=300000196780014&Title=Verint+2025+Benefits)\_


    Employment Type

    Full Time

  • Patient Access Specialist (Financial Counselor) - Gilbert, AZ
    UnitedHealth Group    Gilbert, AZ 85295
     Posted 3 days    

    **$2,000 SIGN ON BONUS FOR EXTERNAL APPLICANTS**

    Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start **Caring. Connecting. Growing together.**

    The **Patient Access Specialist (Financial Counselor)** functions as an integral member of the team and is the first point of contact for all persons inquiring about the provider’s practice. The primary role is to organize the practice’s daily activities and paperwork.

    This position is full-time, Sunday- Wednesday. Employees are required to work our normal business hours of 8:00am – 6:30pm. It may be necessary, given the business need, to work occasional overtime or weekends. Our office is located at 3555 S. Val Vista Drive Gilbert, AZ.

    We offer 4 weeks of paid training. The hours during training will be 8:00am to 4:30pm, Monday - Friday. **Training will be conducted on-site.**

    **Primary Responsibilities:**

    + Verifies insurance eligibility and benefits on all assigned accounts using electronic verification systems or by contacting payers directly to determine level of insurance coverage. When contacting payers directly, utilizes approved scripting

    + Obtains referral, authorization and pre-certification information and documents this information in system

    + Identifies outstanding balances from patient’s previous visits and attempts to collect any amount due

    + Trains staff on computer systems, new processes, payer updates and assigned reporting

    + Functions as a Superuser for primary computer systems

    + Proactively identifies and leads department process improvement opportunities

    + Works on Special Projects as needed

    + Performs the duties of a Patient Access Representative

    + Maintains up-to-date knowledge of specific admission, registration, and pre-registration requirements for all areas

    You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

    **Required Qualifications:**

    + High School Diploma/GED (or higher)

    + 2+ years of experience in Customer Service such as hospital, office setting, customer service setting, or phone support

    + 1+ years of electronic health record experience

    + Ability to work 100% onsite at Mercy Gilbert Medical Center

    + Ability to work Sunday - Wednesday 8:00am – 6:30pm. It may be necessary, given the business need, to work occasional overtime or weekends

    + Must be 18 years of age or older

    **Preferred Qualifications:**

    + 1+ year of experience with prior authorizations

    + Experience with Microsoft Office products

    + Experience in a Hospital Patient Registration Department, Physician office or any medical setting

    + Experience in insurance reimbursement and financial verification

    + Experience in requesting and processing financial payments

    + Working knowledge of medical terminology

    + Understanding of insurance policies and procedures

    + Ability to perform basic mathematics for financial payments

    **Soft Skills:**

    + Strong interpersonal, communication and customer service skills

    **Physical and Work Environment:**

    + Standing for long periods of time (10 to 12 hours) while using a workstation on wheels and phone/headset

    ****PLEASE NOTE** The sign-on bonus is only available to external candidates. Candidates who are currently working for UnitedHealth Group, UnitedHealthcare or a related entity in a full time, part time or per diem basis ("Internal Candidates") are not eligible to receive a sign on bonus.**

    The salary range for this role is $16.88 to $33.22 per hour based on full-time employment. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you’ll find a far-reaching choice of benefits and incentives.

    _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location, and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission._

    _UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._

    _UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._

    \#RPO #RED


    Employment Type

    Full Time

  • Account Executive (Southeast)
    Verint Systems, Inc.    Phoenix, AZ 85067
     Posted 3 days    

    At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .

    **Overview of Job Function:**

    The Account Executive is responsible for driving business in assigned accounts (new and installed as assigned) with a concentration on new add-on business and product expansion across the Southeast Territory. The AE is expected to identify, drive, and sell Verint solutions and maintain effective account relationships within their assigned territory. The AE is responsible for owning and setting the account strategy and vision and developing a plan to execute the tactics and strategies necessary to hit both quarterly and annual sales objectives. This role will also be responsible for establishing and maintaining effective cross-functional relationships and interactions with other internal departments such as Pre-Sales, Channels, Sales Operations, Product House, and Customer Support to name a few.

    **Principal Duties and Essential Responsibilities:**

    + Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.

    + Responsible to lead all regularly scheduled calls and assign tasks with accountability to the virtual team members.

    + Owns the Executive relationships and is responsible for understanding the customers’ business needs and direction.

    + Be up to speed with all current events within the account, understand the political landscape, be able to manage relationships at all levels, and be able to map our solutions to help them meet their business objectives.

    + Develops and owns the overall sales pipeline and is responsible for both closing and prospecting into Verint’s top accounts.

    + Effectively conducts interaction with accounts at all levels; face-to-face calls, conference calls, WebEx, and email communications.

    + Thoroughly assess the customer’s needs and present the appropriate solution, utilizing the region’s Solutions Engineer(s) as needed.

    + Serves as a focal point for customer support issue escalation and maintains high levels of customer satisfaction and loyalty with customers.

    + Provide effective sales presentations and product demonstrations to assigned customers and prospects.

    + Maintain effective relationships with established customers and develop strategies to maximize revenue opportunities through increased portfolio usage.

    + Provide the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline, and results of prospecting activities.

    + Provide routine and accurate updates to the Company’s sales database with account activity and status.

    + Maintain a comprehensive and ongoing knowledge of Verint products and technology, as well as industry trends.

    **Minimum Requirements:**

    + Bachelor's Degree or equivalent work experience

    + Five (5) years of sales experience and success in selling high-value, complex, and long sales cycle enterprise software and/or high-value services.

    + Proven and successful sales track record of quota attainment

    + Must be able to effectively prospect and identify business opportunities, conduct needs analysis, and present and close solutions sales to targeted accounts.

    + Effective and Professional presentation and communication skills, both written and verbal are required with the ability to penetrate and establish relationships with customer’s senior-level executives.

    + Must possess excellent negotiation and closing skills with the proven ability to qualify prospects from both an operational and financial standpoint

    + Travel approximately 50-75%.

    + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations

    + The ability to obtain the necessary credit line required to travel

    **Preferred Requirements:**

    + Working knowledge of value-added ROI business process sales engagements/tools

    + Knowledge of Workforce Management, and /or CRM/ERP software background desired

    + Bachelor’s Degree or equivalent sales experience

    \#LI-BM1

    MIN: $130k

    MAX: $150k

    Verint Systems Inc. is an equal opportunity employer and is committed to maintaining a workplace free from discrimination, retaliation, and sexual and any other form of harassment. Verint has a zero-tolerance policy against any form of discrimination, retaliation, or harassment including sexual harassment or any other form of harassment based on race, color, religion, sex, age, national origin, genetic information, disability, veteran status, and any other classification or characteristic protected by applicable federal, state or local laws. Verint operates in accordance with all anti-discrimination laws and affords equal opportunities to employees and applicants without regard to any characteristic or protected class in our hiring, promotion and termination practices.

    **For US Applicants**

    _2025 Benefits Offering (https://fa-epcb-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/AtkTopicContentQuickPreview?TopicId=300000196780014&Title=Verint+2025+Benefits)\_


    Employment Type

    Full Time

  • Account Executive, Regional (Midwest)
    Verint Systems, Inc.    Phoenix, AZ 85067
     Posted 3 days    

    At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .

    **Overview of Job Function:**

    The Account Executive is responsible for driving business in assigned accounts (new and installed as assigned) with a concentration on new add-on business and product expansion across the Midwest Territory. The AE is expected to identify, drive, and sell Verint solutions and maintain effective account relationships within their assigned territory. The AE is responsible for owning and setting the account strategy and vision and developing a plan to execute the tactics and strategies necessary to hit both quarterly and annual sales objectives. This role will also be responsible for establishing and maintaining effective cross-functional relationships and interactions with other internal departments such as Pre-Sales, Channels, Sales Operations, Product House, and Customer Support to name a few.

    **Principal Duties and Essential Responsibilities:**

    + Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.

    + Responsible to lead all regularly scheduled calls and assign tasks with accountability to the virtual team members.

    + Owns the Executive relationships and is responsible for understanding the customers’ business needs and direction.

    + Be up to speed with all current events within the account, understand the political landscape, be able to manage relationships at all levels, and be able to map our solutions to help them meet their business objectives.

    + Develops and owns the overall sales pipeline and is responsible for both closing and prospecting into Verint’s top accounts.

    + Effectively conducts interaction with accounts at all levels: face-to-face calls, conference calls, Webex, and email communications.

    + Thoroughly assess the customer’s needs and present the appropriate solution, utilizing the region’s Solutions Engineer(s) as needed.

    + Serves as a focal point for customer support issue escalation and maintains high levels of customer satisfaction and loyalty with customers.

    + Provide effective sales presentations and product demonstrations to assigned customers and prospects.

    + Maintain effective relationships with established customers and develop strategies to maximize revenue opportunities through increased portfolio usage.

    + Provide the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline, and results of prospecting activities.

    + Provide routine and accurate updates to the Company’s sales database with account activity and status.

    + Maintain a comprehensive and ongoing knowledge of Verint products and technology, as well as industry trends.

    **Minimum Requirements:**

    + Bachelor's Degree or equivalent work experience.

    + Five (5) years of sales experience and success in selling high-value, complex, and long sales cycle enterprise software and/or high-value services.

    + Proven and successful sales track record of quota attainment.

    + Must be able to effectively prospect and identify business opportunities, conduct needs analysis, and present and close solutions sales to targeted accounts.

    + Effective and Professional presentation and communication skills, both written and verbal are required with the ability to penetrate and establish relationships with customer’s senior-level executives.

    + Must possess excellent negotiation and closing skills with the proven ability to qualify prospects from both an operational and financial standpoint.

    + Travel approximately 50-75%.

    + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations.

    + The ability to obtain the necessary credit line required to travel.

    **Preferred Requirements:**

    + Working knowledge of value-added ROI business process sales engagements/tools.

    + Knowledge of Workforce Management, and /or CRM/ERP software background desired.

    + Bachelor’s Degree or equivalent sales experience.

    \#LI-BM1

    MIN: $130k

    MAX: $150k

    Verint Systems Inc. is an equal opportunity employer and is committed to maintaining a workplace free from discrimination, retaliation, and sexual and any other form of harassment. Verint has a zero-tolerance policy against any form of discrimination, retaliation, or harassment including sexual harassment or any other form of harassment based on race, color, religion, sex, age, national origin, genetic information, disability, veteran status, and any other classification or characteristic protected by applicable federal, state or local laws. Verint operates in accordance with all anti-discrimination laws and affords equal opportunities to employees and applicants without regard to any characteristic or protected class in our hiring, promotion and termination practices.

    **For US Applicants**

    _2025 Benefits Offering (https://fa-epcb-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/AtkTopicContentQuickPreview?TopicId=300000196780014&Title=Verint+2025+Benefits)\_


    Employment Type

    Full Time

  • Account Executive (West)
    Verint Systems, Inc.    Phoenix, AZ 85067
     Posted 3 days    

    At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive to answer constantly shifting market challenges and deliver impactful results for our customers. Our commitment to attracting and retaining a talented, diverse, and engaged team creates a collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at www.verint.com .

    **Overview of Job Function:**

    The Account Executive is responsible for driving business in assigned accounts (new and installed as assigned) with a concentration on new add-on business and product expansion across the West Territory. The AE is expected to identify, drive, and sell Verint solutions and maintain effective account relationships within their assigned territory. The AE is responsible for owning and setting the account strategy and vision and developing a plan to execute the tactics and strategies necessary to hit both quarterly and annual sales objectives. This role will also be responsible for establishing and maintaining effective cross-functional relationships and interactions with other internal departments such as Pre-Sales, Channels, Sales Operations, Product House, and Customer Support to name a few.

    **Principal Duties and Essential Responsibilities:**

    + Execute the Company’s sales strategies and achieve established sales quota in the assigned territory by identifying business opportunities through territory management, target account prospecting, and profiling.

    + Responsible to lead all regularly scheduled calls and assign tasks with accountability to the virtual team members.

    + Owns the Executive relationships and is responsible for understanding the customers’ business needs and direction.

    + Be up to speed with all current events within the account, understand the political landscape, be able to manage relationships at all levels, and be able to map our solutions to help them meet their business objectives.

    + Develops and owns the overall sales pipeline and is responsible for both closing and prospecting into Verint’s top accounts.

    + Effectively conducts interaction with accounts at all levels; face-to-face calls, conference calls, Webex, and email communications.

    + Thoroughly assess the customer’s needs and present the appropriate solution, utilizing the region’s Solutions Engineer(s) as needed.

    + Serves as a focal point for customer support issue escalation and maintains high levels of customer satisfaction and loyalty with customers.

    + Provide effective sales presentations and product demonstrations to assigned customers and prospects.

    + Maintain effective relationships with established customers and develop strategies to maximize revenue opportunities through increased portfolio usage.

    + Provide the sales management team with accurate and timely reporting of activities including weekly and monthly sales forecasts, the status of the sales pipeline, and results of prospecting activities.

    + Provide routine and accurate updates to the Company’s sales database with account activity and status.

    + Maintain a comprehensive and ongoing knowledge of Verint products and technology, as well as industry trends.

    **Minimum Requirements:**

    + Bachelor's Degree or equivalent work experience

    + Five (5) years of sales experience and success in selling high-value, complex, and long sales cycle enterprise software and/or high-value services.

    + Proven and successful sales track record of quota attainment

    + Must be able to effectively prospect and identify business opportunities, conduct needs analysis, and present and close solutions sales to targeted accounts.

    + Effective and Professional presentation and communication skills, both written and verbal are required with the ability to penetrate and establish relationships with customer’s senior-level executives.

    + Must possess excellent negotiation and closing skills with the proven ability to qualify prospects from both an operational and financial standpoint

    + Travel approximately 50-75%.

    + Successful completion of a background screening process including, but not limited to, employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations

    + The ability to obtain the necessary credit line required to travel

    **Preferred Requirements:**

    + Working knowledge of value-added ROI business process sales engagements/tools

    + Knowledge of Workforce Management, and /or CRM/ERP software background desired

    + Bachelor’s Degree or equivalent sales experience

    \#LI-BM1

    MIN: $100,000

    MAX: $120,000

    Verint Systems Inc. is an equal opportunity employer and is committed to maintaining a workplace free from discrimination, retaliation, and sexual and any other form of harassment. Verint has a zero-tolerance policy against any form of discrimination, retaliation, or harassment including sexual harassment or any other form of harassment based on race, color, religion, sex, age, national origin, genetic information, disability, veteran status, and any other classification or characteristic protected by applicable federal, state or local laws. Verint operates in accordance with all anti-discrimination laws and affords equal opportunities to employees and applicants without regard to any characteristic or protected class in our hiring, promotion and termination practices.

    **For US Applicants**

    _2025 Benefits Offering (https://fa-epcb-saasfaprod1.fa.ocs.oraclecloud.com/fscmUI/faces/AtkTopicContentQuickPreview?TopicId=300000196780014&Title=Verint+2025+Benefits)\_


    Employment Type

    Full Time

  • Regional Account Executive
    Vestis Services    Phoenix, AZ 85067
     Posted 3 days    

    **Description**

    The Regional Account Executive in **Phoenix, AZ** is responsible for identifying high profile regional account opportunities, securing agreements for both rental and direct sale programs via the phone and in-person customer visits; The RAE will provide ongoing customer interaction to support the Vestis relationship with its regional account customers; Attain annual quota on direct sale and rental new business. Update and maintain an Electronic Contact Management System; Communicate (e-mail, phone, fax, etc.) with Prospects and Customers (internal & external); Qualify and report on Corporate Accounts Pursuit Program; Maintain awareness at all times of the contract status of all Fortune 1,000 Businesses and On-going contact in his/her territory; Identifying ways to grow margin while identify process/cost improvements for customers; Generate monthly (activity level & results) reports.

    • Knowledge/Skills/Abilities:

    Experienced with MS Office applications; Excellent written and verbal skills required; Must be comfortable interacting and initiating relationships with executives in a diverse business and environment.

    • Working Environment/Safety Requirements:

    • Experience:

    A minimum of 5-7 years outside sales experience in a business to business selling environment

    • Travel Requirements:

    • Education:

    Bachelors Degree or equivalent experience is preferred.

    • License Requirements/ Certifications:

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.


    Employment Type

    Full Time


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