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Shield Financial Jobs in Iowa (NOW HIRING)

Puck Enterprises

Product Design Engineer I

Manning, IA · On-site

$121K - $146K/yr

Financial Management * Leadership * Performance Management * Business Acumen * Communication ... Medical insurance through Wellmark Blue Cross Blue Shield - choice of $2,000 PPO or High Deductible ...

Wellmark, Inc.

Data Science Associate

Des Moines, IA · On-site

$57K - $58K/yr

Bachelor's degree in quantitative discipline such as statistics, mathematics, finance, accounting ... An Equal Opportunity Employer The policy of Wellmark Blue Cross Blue Shield is to recruit, hire ...

Wellmark, Inc.

Data Science Associate

Des Moines, IA · On-site

$21/hr

Bachelor's degree in quantitative discipline such as statistics, mathematics, finance, accounting ... An Equal Opportunity Employer The policy of Wellmark Blue Cross Blue Shield is to recruit, hire ...

SSAB

Maintenance Operator - RMF Electrical

Muscatine, IA · On-site

$26.25 - $33.75/hr

... finance and more. SSAB offers challenging careers and comprehensive benefit program designed to ... Blue Cross/Blue Shield Medical * CVS/Caremark Prescription * Delta Dental * Superior Vision ...

All JobsShield Financial JobsShield Financial Jobs in Iowa

Shield Financial information

What is Shield Financial?

Shield Financial is a financial services company that specializes in offering insurance, investment, and retirement planning solutions. They work with individuals, families, and businesses to help protect assets and achieve long-term financial goals. Shield Financial offers products such as life insurance, disability insurance, annuities, and wealth management services. Their advisors provide personalized financial planning based on each client's unique needs and objectives.

How does a Shield Financial advisor collaborate with other departments to deliver comprehensive client solutions?

As a Shield Financial Advisor, you’ll often work closely with specialists from departments such as investment management, insurance, and client support to develop holistic financial plans. This means regularly participating in cross-functional meetings to review client portfolios, discuss strategy, and coordinate service delivery. Effective communication and teamwork are essential, as you’ll need to ensure that all aspects of a client’s financial needs are addressed seamlessly. This collaborative environment not only supports your clients’ goals but also provides opportunities to learn from colleagues and expand your own expertise.

What are the key skills and qualifications needed to thrive as a financial advisor at Shield Financial?

To thrive as a Financial Advisor at Shield Financial, a solid grasp of financial planning, investment strategies, and relevant regulations is essential, often supported by a finance degree and certifications like CFP or Series 7. Familiarity with financial analysis software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, ethical judgment, and effective communication help build trust and long-term relationships with clients. These skills ensure advisors provide sound financial advice, maintain compliance, and foster client satisfaction and retention.

What is the difference between Shield Financial vs Financial Advisor?

AspectShield FinancialFinancial Advisor
CredentialsMay include licenses like Series 7, 66, or CFP certificationTypically holds CFP, CFA, or Series licenses
Work EnvironmentFinancial institutions, advisory firms, or independentBanking, independent practice, or firm-based
Industry UsageUsed by firms offering financial products and servicesUsed by professionals providing personalized financial planning

Shield Financial and Financial Advisor roles often require similar certifications and work in related environments. While Shield Financial may focus on specific financial products or services, Financial Advisors generally provide comprehensive financial planning. Both roles serve clients in the financial industry, but their scope and focus can differ based on employer and specialization.

What are popular job titles related to Shield Financial jobs in Iowa?

For Shield Financial jobs in Iowa, the most frequently searched job titles are:

What job categories do people searching Shield Financial jobs in Iowa look for?

The top searched job categories for Shield Financial jobs in Iowa are:

What cities in Iowa are hiring for Shield Financial jobs?

Cities in Iowa with the most Shield Financial job openings:

Shield Financial jobs near you

Member Resolution Associate/Retention - 100% Remote

Frontdoor, Inc.

Des Moines, IA • On-site, Remote

$16.63/hr

Full-time

Medical, Dental, Vision, Life, Retirement

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Overview
Frontdoor is reimagining how homeowners maintain and repair their most valuable asset - their home. As the parent company of two leading brands, we bring over 50 years of experience in providing our members with comprehensive options to protect their homes from costly and unexpected breakdowns through our extensive network of pre-qualified professional contractors. American Home Shield, the category leader in home service plans with approximately two million members, gives homeowners budget protection and convenience, covering up to 23 essential home systems and appliances. Frontdoor is a cutting edge, one-stop app for home repair and maintenance. Enabled by our Streem technology, the app empowers homeowners by connecting them in real time through video chat with pre-qualified experts to diagnose and solve their problems. The Frontdoor app also offers homeowners a range of other benefits including DIY tips, discounts and more. For more information about American Home Shield and Frontdoor, please visit frontdoorhome.com .
Responsibilities
Summary: ** **
As a Customer Retention Representative, you will respond to escalated customer service issues and cancellation requests. You will address customer requests to cancel service and seeks to resolve customer dissatisfaction. You are responsible for Communicating and reinforcing the value and benefits of products and services.
Responsibilities: ** **
  • Responds to escalated customer service issues and cancellation requests received via phone or written correspondence (e.g., fax, e-mail, letter).
  • Addresses customer requests to cancel service and seeks to resolve customer dissatisfaction.
  • Investigates, researches, and adapts solutions where possible to meet the customer's needs and retain the customer.
  • Communicates and reinforces the value and benefits of products and services to customers.
  • Analyzes customer product and/or service plans to determine potential price concessions.
  • Maintains an acceptable customer retention percent rate while following policy and procedural guidelines.
  • Maintains general knowledge and awareness of marketing campaigns and offers for use in retaining customers (e.g., product conversion).
  • Tracks customer feedback and provides to management.
  • May assume other duties as applied.

Qualifications
Minimum Education, Licensure and Professional Certification requirements: High school diploma or general education degree (GED) required
Minimum Experience required: 3+ years of customer service experience and/or training required
Required Skills: ** **
  • Must have internet access with minimum 4.6Mbps upload/download speeds
  • Customer service and conflict resolution skills
  • Written and verbal communication skills, including influencing and persuading
  • Knowledge of and ability to apply contractual terms and concepts
  • Knowledge of policies and procedures
  • Computer skills (Microsoft Word, Excel, Outlook)
  • Attention to detail
  • Analytical skills
  • Organizational and time management skills

Preferred Skills: ** **
  • Empathy - true empathy exhibited while on the job in this role builds authenticity and positive rapport with worried, uncertain, and irate customers.
  • Organization - Varied organizational skills like notetaking, time management, and prioritizing help agents handle daily workloads.
  • Leads conversations with positivity and control - leads members to identified outcome and controls the conversation in a positive fashion.

Other/State Specific
This role pays $16.63/hour plus job based incentive , and your actual base pay will depend on your skills, qualifications, responsibilities, experience, and location.
At Frontdoor certain roles are eligible for additional rewards and incentives. Speak directly to your recruiter to learn more.
Our approach to benefits is holistic, and includes health, wellbeing and financial components including: insurance for medical/pharmacy, dental, vision, life, and disability, weight loss and smoking cessation programs, matching 401(k) and ability to participate in our employee stock purchase plan.
Learn more aboutbenefits (https://frontdoor.jobs/benefits/) at Frontdoor.
Need help finding the right job?
We can recommend jobs specifically for you!Software Powered by ICIMS (https://careers-frontdoor.icims.com/connect?back=intro&findajob=1&in_iframe=1&hashed=-625971311)
Job Locations US | US-AL-Montgomery | US-AR-Little Rock | US-FL-Tallahassee | US-GA-Atlanta | US-IN-Indianapolis | US-IA-Des Moines | US-ID-Boise | US-MI-Lansing | US-KY-Frankfurt | US-DE-Wilmington | ...
ID 2026-4119
Category Customer Service/Support
Type Full Time
Company AHS American Home Shield Corp

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