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Vision Financial Services Jobs (NOW HIRING)

Aquent

Dental/Vision Financial Underwriter

Chicago, IL · On-site +1

$45 - $49/hr

  • Medical

  • Dental

  • Vision

  • Retirement

This company is at the forefront of shaping the future of health services, focusing on robust ... Are you ready to make a significant impact on the financial landscape of group benefits? This is an ...

Security Finance

Financial Services Representative

Garner, NC

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Professional Financial Services (PFS) has been purchasing retail installment contracts for new and ... vision, life insurance, short-and long-term disability, profit sharing, 401k with company matching ...

Security Finance

Financial Services Representative

Charlotte, NC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Professional Financial Services (PFS) has been purchasing retail installment contracts for new and ... vision, life insurance, short-and long-term disability, profit sharing, 401k with company matching ...

Security Finance

Financial Services Representative

Charlotte, NC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Professional Financial Services (PFS) has been purchasing retail installment contracts for new and ... vision, life insurance, short-and long-term disability, profit sharing, 401k with company matching ...

Security Finance

Financial Services Representative

Irmo, SC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Professional Financial Services (PFS) has been purchasing retail installment contracts for new and ... vision, life insurance, short-and long-term disability, profit sharing, 401k with company matching ...

TEKsystems

Financial Services Professional

Tempe, AZ

$52K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Financial Services Professional Location: Tempe, AZ Salary: $52,000 annually Employment Type ... Vision, Medical, Dental Coverage HSA 401k Matching Workplace Type This is a fully onsite position ...

TEKsystems

Financial Services Professional

Tempe, AZ

$52K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Financial Services Professional Location: Tempe, AZ 85281 Salary: $52,000 annually Employment Type ... Vision, Medical, Dental Coverage HSA 401k Matching Workplace Type This is a fully onsite position ...

TEKsystems

Financial Services Professional

Tempe, AZ

$52K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Financial Services Professional Location: Tempe, AZ Salary: $52,000 annually Employment Type ... Vision, Medical, Dental Coverage HSA 401k Matching Workplace Type This is a fully onsite position ...

Tata Consultancy Service Limited

Lead Financial Services

Milford, OH · On-site

$60K - $70K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Services/Financial Services Operations. • Minimum 23 years of experience leading teams of 1530 ... Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. • Family ...

TEKsystems

Financial Services Professional

Tempe, AZ

$52K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Financial Services Professional Location: Tempe, AZ 85281 Salary: $52,000 annually Employment Type ... Vision, Medical, Dental Coverage HSA 401k Matching Workplace Type This is a fully onsite position ...

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Vision Financial Services information

See salary details

$38.5K

$95.5K

$146K

How much do vision financial services jobs pay per year?

As of Aug 18, 2026, the average yearly pay for vision financial services in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What is Vision Financial Services?

Vision Financial Services refers to a company or suite of offerings that provide financial products and advisory solutions to individuals, businesses, or organizations. These services typically include investment management, retirement planning, insurance, wealth management, and financial consulting. Vision Financial Services aims to help clients achieve their financial goals by offering tailored strategies and expert guidance. The specific services provided may vary based on the firm's expertise and client needs.

What are some common challenges faced by professionals working in Vision Financial Services, and how can they be addressed?

Professionals in Vision Financial Services often navigate a fast-paced environment where adapting to evolving financial regulations and client needs is essential. A common challenge is keeping up with regulatory compliance while delivering personalized client solutions. Building strong communication and organizational skills helps, as does continuous professional development to stay informed about industry trends. Collaboration with compliance teams and ongoing training are key strategies for overcoming these challenges and delivering high-quality service.

What are the key skills and qualifications needed to thrive as a Financial Services Representative, and why are they important?

To thrive as a Financial Services Representative, you need a solid foundation in finance, customer service, and sales, often supported by a relevant degree and industry certifications such as FINRA Series 6 or 7. Familiarity with financial planning software, CRM systems, and compliance tools is typically required. Strong interpersonal communication, active listening, and problem-solving skills help build client trust and foster lasting relationships. These skills are vital for providing tailored financial solutions, maintaining regulatory compliance, and achieving business growth in a competitive field.

What is the difference between Vision Financial Services vs Financial Advisor?

AspectVision Financial ServicesFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, CFA, Series 7/66
Work EnvironmentFinancial firms, banks, independent officesFinancial firms, banks, independent offices
Industry UsageFinancial services companiesFinancial services industry

Both roles often require similar certifications like CFP or Series 7/66 and operate within financial firms or banks. While a Financial Advisor provides personalized investment advice to clients, Vision Financial Services may refer to a company name or a broader service provider. Understanding these distinctions helps clarify career paths and client services within the financial industry.

More about Vision Financial Services jobs

What cities are hiring for Vision Financial Services jobs?

Cities with the most Vision Financial Services job openings:

What states have the most Vision Financial Services jobs?

States with the most job openings for Vision Financial Services jobs include:

What job categories do people searching Vision Financial Services jobs look for?

The top searched job categories for Vision Financial Services jobs are:

Vision Financial Services jobs near you
Infographic showing various Vision Financial Services job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Dental/Vision Financial Underwriter

Aquent

Chicago, IL • On-site, Remote

$45 - $49/hr

Temporary

Medical, Dental, Vision, Retirement

Re-posted 27 days ago

Job description

Placement Type:
Temporary
Salary:
$45-49 Hourly
Start Date:
ASAP
Join a leading organization in the healthcare sector, partnered with Aquent, that is dedicated to innovation and delivering exceptional value. This company is at the forefront of shaping the future of health services, focusing on robust financial strategies that ensure stability and growth. We are seeking a highly skilled individual to contribute to our mission of providing accessible and high-quality healthcare solutions through meticulous financial analysis and strategic decision-making.
Are you ready to make a significant impact on the financial landscape of group benefits? This is an exceptional opportunity to leverage your expertise in a high-impact position, directly influencing pricing strategies for significant group accounts. You will be instrumental in evaluating complex financial factors, preparing comprehensive reports, and providing critical insights that drive strategic decisions. Your contributions will directly impact our ability to meet customer requirements with competitive pricing and innovative solutions, fostering growth and ensuring the financial health of our programs.
Responsibilities
  • Recommends and communicates competitive pricing to meet customer requirements.
  • Reviews contracts and certificates, collaborating with internal teams to evaluate the ability to match plans for takeover.
  • Utilizes strong knowledge of manual rating systems and experience, provider, and management reporting data to inform pricing decisions.
  • Negotiates with internal sales and account management teams to prepare offers for new and existing business. May connect with external partners and clients as needed to resolve risk, plan, and rating concerns.
  • Manages the administrative processing of cases, utilizing various underwriting tools, systems, and databases to complete evaluations.
  • Ensures effective documentation and communication of all underwriting decisions.
  • Demonstrates strong time management, organizational, and desk management skills.
  • Provides mentoring and coaching to develop technical skills for others, supporting team growth, and conducts training for sales and/or underwriting staff as needed.
  • Participates in project work focused on developing or improving underwriting processes.

Required Qualifications
  • Bachelor's degree or comparable experience.
  • 5 or more years of underwriting experience with experience-rated groups, coupled with financial analysis and risk analysis expertise.
  • Comprehensive understanding of risk pool management.
  • Proficiency with Microsoft Word, Excel, and Access.

Nice-to-Have Qualifications
  • Master's Degree.
  • Experience with other lines of group coverage, such as Life and Disability benefits.

About Aquent Talent:
Aquent Talent connects the best talent in marketing, creative, and design with the world's biggest brands.
Our eligible talent get access to amazing benefits like subsidized health, vision, and dental plans, paid sick leave, and retirement plans with a match. We also offer free online training through Aquent Gymnasium . More information on our awesome benefits !
Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.

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