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Vision Financial Services Jobs in Indiana (NOW HIRING)

1001

Customer Service Specialist - Financial Services

Zionsville, IN · On-site

$16.50 - $21.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Comprehensive benefits medical, dental vision, generous 401K match and generous paid time off ... principles of financial services products and systems. * Successfully complete the 10-week ...

Pwc

Financial Services Tax - Real Estate Director

Indianapolis, IN · On-site

$150K - $438K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Our team helps our Financial Services clients navigate the frequently changing and complex national ... PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation ...

Pwc

Financial Services Tax - Real Estate Manager

Indianapolis, IN · On-site

$99K - $266K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

In this role, you will help our Financial Services clients navigate the frequently changing tax ... PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation ...

SYM Financial Corporation

Financial Analyst

Winona Lake, IN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... vision of financial success. What does this job entail? This is a position for candidates ... Financial services, consulting internship, or previous real-world investment management experience ...

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Showing results 41-60

All JobsVision Financial Services JobsVision Financial Services Jobs in Indiana

Vision Financial Services information

See Indiana salary details

$36.6K

$90.9K

$138.9K

How much do vision financial services jobs pay per year?

As of Aug 18, 2026, the average yearly pay for vision financial services in Indiana is $90,879.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,100.00 and $105,600.00 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.

What are popular job titles related to Vision Financial Services jobs in Indiana?

For Vision Financial Services jobs in Indiana, the most frequently searched job titles are:

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

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

What cities in Indiana are hiring for Vision Financial Services jobs?

Cities in Indiana with the most Vision Financial Services job openings:

Vision Financial Services jobs near you
Infographic showing various Vision Financial Services job openings in Indiana as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 50% In-person, and 50% Remote job distribution, with an average salary of $90,879 per year, or $43.7 per hour.

Patient Financial Services Representative

REVCO SOLUTIONS

Indianapolis, IN • On-site

$16.50 - $18/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

Description

***On-Site***


Join Our High-Energy Healthcare Call Center Team!

At Revco Solutions we provide exceptional customer service to the patients we service. As a leading healthcare call center, we are seeking highly motivated individuals to join our high-energy call center team. If you are passionate about helping others, thrive in a fast-paced environment, and are committed to delivering outstanding customer service, we want you to be part of our team!

As a Patient Account Specialist, you will play a vital role in assisting the patients we serve by ensuring they receive the support and guidance they need. You will assist the patient with understanding their account and then work with the patient on resolving their balance.

For our valued team members, we offer an amazing bonus led by our Performance Bonus Plan, an innovative program designed to reward our top performing team members.


Other Benefits Include:

  • Medical, Dental, Vision, Life and Disability Coverage
  • 401(k) Savings Plan with Company Match
  • Paid Time Off (PTO)
  • Paid Holidays

As a valued team member your responsibilities will include:

  • Answering inbound calls from patients and addressing any inquiries, concerns, or requests with empathy and professionalism.
  • Assisting patients with insurance inquiries, claims, and billing matters.
  • Providing information about medical procedures, services, and general healthcare inquiries.
  • Documenting patient interactions and updating relevant systems according to established guidelines.

To excel in this role, you should possess the following qualifications:

  • Excellent communication skills, both verbal and written, with a compassionate and patient-centered approach.
  • Strong problem-solving skills and the ability to handle challenging situations with empathy and professionalism.
  • Ability to multitask, navigate computer systems efficiently, and type accurately.

Requirements:

  • High school diploma or equivalent.
  • Proficient in basic computer applications and the ability to learn new software quickly.
  • Empathy, compassion, and a genuine desire to help others.
  • Strong attention to detail.

So, if you are ready to make a difference and join our industry leading team please apply today!

Apply