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Vision Financial Services Jobs (NOW HIRING)

Amscot Financial

Financial Services Associate

Miami, FL · On-site

ARE YOU READY FOR A REWARDING CAREER IN FINANCIAL SERVICES? We are hiring full-time associates with ... Comprehensive health, dental, and vision insurance. * Company-paid life insurance and short and ...

Amscot Financial

Financial Services Associate

Tampa, FL · On-site

ARE YOU READY FOR A REWARDING CAREER IN FINANCIAL SERVICES? We are hiring full-time associates with ... Comprehensive health, dental, and vision insurance. * Company-paid life insurance and short and ...

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How much do vision financial services jobs pay per year?

As of Jun 7, 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 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.

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 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 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.
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Vision Financial Services jobs near you

Claims Research and Resolution Professional

Vision Financial Services

Indianapolis, IN • On-site

Full-time

Medical, Dental, Vision, Life, PTO

Posted 12 days ago

Job description

Description:

Claims Research & Resolution Professional


We’re seeking dedicated individuals to join our dynamic team at VFS. Our Claims Research & Resolution Professionals are responsible for conducting root cause analyses of claims data to track and trend claims denials, underpayments, claims errors, and provider education. The Claims Research & Resolution Professionals will engage with providers, one-on-one or in group settings, to educate them on appropriate claims submission processes and requirements, coding updates, and common billing errors to reduce claims denials and assist providers in getting reimbursed timely and accurately.

The Claims Research & Resolution Professional’s work assignments are varied and frequently require interpretation and independent determination of the appropriate courses of action.


This position is a contingent worker position through Vision Financial Services at our client United Healthcare.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.


We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status

Requirements:

Your role:

· Conducts training with providers or groups of providers and their staff on claims denials, and/or underpayments based on trended provider claims issues and common claims errors.

· Partners with Provider Education & Outreach Representatives to ensure prompt resolution of provider inquiries.

· Assists with the development of provider bulletins or training documents related to common claims issues and billing inaccuracies.

· Attends association and/or state lead meetings where providers can ask questions specific to claims.

· Monitors providers post-training to ensure the issues causing the denials are resolved.


Your benefits:

- Competitive compensation package

- Health insurance benefits with optional life, vision, and dental coverage*

- Six paid holidays, two paid floating holidays, and paid vacation*

- Collaborative and supportive team environment

- Free training provided virtually from home


Details at a glance:


Position Type: Full-time (40 hours/week)

Location: Hybrid - majority Remote with occasional travel.

Classification: Non-Exempt | Reports to: Claims Manager, Provider Services


You have:

Required Qualifications

· Must reside in the state of Indiana

· Must be able to commute to the Indianapolis office and / or provider locations with a potential in-office work requirement on occasion.

· 2-3 years working in the healthcare industry such as in a provider setting or insurance company.

· 2-3 years of medical claims experience such as billing, claims processing, or provider customer service.

· 1-2 years of customer-facing experience.

· General knowledge of claims coding and/or dispute resolution.

· Beginning to intermediate experience in Microsoft Office applications.


Preferred Qualifications

· Highschool/GED or equivalent

· Experience with Indiana Medicaid

· Experience with claims systems, adjudication, submission processes, coding, and/or dispute resolution.