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Associate Financial Rep Jobs in Kansas (NOW HIRING)

HaysMed

Communication Center Representative

Hays, KS · On-site

$14 - $19.50/hr

... associates. Responsibilities: * Answers phones, screens and directs callers to appropriate ... Financial Information/Insurance (information related to insurance, billing and payment): Billing ...

HaysMed

Communication Center Representative

Hays, KS

$14.75 - $18.50/hr

... associates. Responsibilities: * Answers phones, screens and directs callers to appropriate ... Financial Information/Insurance (information related to insurance, billing and payment): Billing ...

HaysMed

Communication Center Representative

Hays, KS · On-site

$14.75 - $18.50/hr

... associates. Responsibilities: * Answers phones, screens and directs callers to appropriate ... Financial Information/Insurance (information related to insurance, billing and payment): Billing ...

SpartanNash

$12.25 - $14.75/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

SpartanNash

$12.25 - $14.75/hr

... finance; from HR Business Partners to export specialists - create braggingly happy customers ... The physical demands described here are representative of those that must be met by an associate to ...

UMB Financial

Personal Banker I

Hiawatha, KS · On-site

$21/hr

UMB's branches offer many opportunities to expand your financial education & grow your career ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Client Service Specialist II

Leawood, KS · On-site

$59K - $86K/yr

... associates. How you'll spend your time: * Critical to the operation, you will assist the Financial ... Compensation Range: $59,085 - $86,922 The posted compensation range on this listing represents UMB ...

UMB Financial

Personal Banker I

Fort Scott, KS · On-site

$20 - $21/hr

UMB's branches offer many opportunities to expand your financial education & grow your career ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Personal Banker I

Atchison, KS · On-site

$20 - $21/hr

UMB's branches offer many opportunities to expand your financial education & grow your career ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Personal Banker I

Kansas City, KS · On-site

$20 - $21/hr

UMB's branches offer many opportunities to expand your financial education & grow your career ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Commerce Bank

Business Banking Representative

Pittsburg, KS · On-site

$30.55 - $40.85/hr

It's about helping people find financial safety and success, helping businesses thrive, and making ... Associate's degree in Business Administration, or equivalent combination of education of experience ...

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All JobsAssociate Financial Rep JobsAssociate Financial Rep Jobs in Kansas

Associate Financial Rep information

What is an associate financial rep?

Associate Financial Representatives are entry-level professionals who support financial advisors and clients in a variety of administrative and customer service tasks. Their duties often include preparing financial documents, managing client records, scheduling appointments, and responding to client inquiries. They help ensure that the office runs smoothly and assist in the delivery of financial services. This role is typically a stepping stone to becoming a full-fledged financial advisor, offering exposure to the financial planning industry and valuable on-the-job training.

What are some common challenges faced by an associate financial rep during their first year on the job?

New Associate Financial Representatives often encounter challenges such as building a client base from the ground up, mastering complex financial products, and balancing administrative duties with client-facing activities. Learning to manage time effectively while prospecting, conducting meetings, and staying current with industry regulations can feel overwhelming at first. However, most firms provide mentorship, training, and support from more experienced team members to help new associates overcome these hurdles and develop strong professional skills.

What are the key skills and qualifications needed to thrive as an associate financial rep, and why are they important?

To thrive as an Associate Financial Representative, you need a solid grasp of financial concepts, attention to detail, and a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 6 or 7 is often required. Strong interpersonal skills, active listening, and professionalism help build trust and rapport with clients. These skills are crucial for delivering accurate financial advice, maintaining regulatory compliance, and fostering long-term client relationships.

What is the difference between Associate Financial Rep vs Financial Advisor?

AspectAssociate Financial RepFinancial Advisor
CredentialsSeries 6 or 7, possibly some state licensesSeries 7, 66, or 65, CFP certification often preferred
Work EnvironmentSupport role in financial firms, assisting senior repsClient-facing, providing personalized financial planning
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

The Associate Financial Rep typically supports senior financial professionals, focusing on client service and administrative tasks, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. The roles differ mainly in responsibility level and client interaction, but they share similar licensing requirements and industry environments.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, with additional compensation from commissions and bonuses based on performance. Entry-level positions may start lower, while experienced reps with certifications can earn more. The role often requires strong communication skills and knowledge of financial products.
Associate Financial Rep jobs near you

Prior Authorization Representative

Clay County Medical Center

Clay Center, KS • On-site

$15 - $17.75/hr

Full-time

Posted 16 days ago

Job description

Prior Authorization Representative
Summary
Responsible for reviewing scheduled patient services to determine prior authorization requirements and obtaining approvals. Provides support with insurance billing and posting while ensuring compliance with payer contracts, HIPAA, regulatory requirements, and the organization's Code of Conduct. Performs additional duties as assigned.
Key Responsibilities
Customer Service
  • Deliver professional, courteous service to patients, staff, and external partners
  • Handle inquiries and concerns with discretion, diplomacy, and confidentiality
  • Maintain a positive demeanor in high-pressure situations

Authorization & Financial Support
  • Identify services requiring prior authorization and obtain timely approvals
  • Assist with billing, posting, and resolution of unbilled encounters
  • Identify and report billing issues, system errors, or process gaps to management

Communication & Teamwork
  • Work collaboratively with clinical staff, payers, and internal departments
  • Communicate issues, data, and updates clearly and in a timely manner
  • Participate in team meetings, training, and process improvement efforts

Quality & Compliance
  • Accurately document account activity
  • Ensure compliance with payer rules, HIPAA, and internal policies
  • Assist in updating departmental procedures and training materials as needed

Professional Development
  • Complete required training and attend educational opportunities
  • Stay current with payer regulations and authorization requirements

Qualifications
Education & Experience
  • High School Diploma or GED required
  • Associate's Degree or equivalent coursework preferred
  • Minimum 1 year of healthcare financial services, registration, or related experience
  • Typing speed of 30 WPM or greater preferred

Skills & Abilities
  • Strong customer service and communication skills (verbal and written)
  • Ability to prioritize work and make routine independent decisions
  • Basic math and analytical skills
  • Proficiency with Word processing, spreadsheets, patient accounting systems, email, and internet applications

All offers contingent upon a post offer physical, urine drug screen, and background check.

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