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Caloptima
Caloptima

60 Caloptima Health Plan Advisor Jobs Hiring Near You

NFP Corp

Retirement Plan Advisor

Plymouth, MN

$70K - $115K/yr

We are seeking a qualified professional for the position of Retirement Plan Advisor. This role ... Life & Health insurance licenses are recommended but not mandatory What We Offer: We're proud to ...

NFP Corp

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

We are seeking a qualified professional for the position of Retirement Plan Advisor. This role ... Life & Health insurance licenses are recommended but not mandatory What We Offer: We're proud to ...

NFP Corp

Retirement Plan Advisor

Plymouth, MN · On-site

$70K - $115K/yr

We are seeking a qualified professional for the position of Retirement Plan Advisor. This role ... Life & Health insurance licenses are recommended but not mandatory What We Offer: We're proud to ...

Bravera

Retirement Plan Advisor

Fargo, ND · On-site

Bravera Wealth is hiring for a Retirement Plan Advisor in Fargo, ND. This position is responsible ... health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock ...

Rhodes State College

Staff Advisor

Lima, OH · On-site

Guide students in developing a plan of study that meets degree requirements, including recommending ... healthcare, Health Reimbursement Account (HRA), Health Savings Account (HSA), Flexible Spending ...

MERCY HOUSE

Care Coordinator - ECM (6668)

Santa Ana, CA · On-site

$23 - $25/hr

Accompany members on office visits as needed and according to CalOptima Health guidelines ... Work as part of a team to plan and develop resident programs * Work in a team environment, fast ...

E-Talent Network

Social Worker

Orange, CA · On-site

... plan for disenrolling from PACE services. * May be required to perform home visits to private homes of CalOptima Health's PACE participants; frequent travel in Orange County. * Support PACE ...

A-B Tech

Advisor & CCP Liaison

Asheville, NC

... Health and unclassified students. Understanding and interpreting placement, college policies ... Benefits Summary Medical and Pharmacy Plan Dental Plan Vision Plan Flexible Spending Accounts Short ...

Empower

Retirement Plan Advisor

Las Vegas, NV · On-site +1

$75K - $107K/yr

Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful ... We believe that providing our employees with the means to lead healthy balanced lives results in ...

Empower

Retirement Plan Advisor

Las Vegas, NV · On-site +1

$75K - $107K/yr

Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful ... We believe that providing our employees with the means to lead healthy balanced lives results in ...

IMA Financial Group

Retirement Plan Advisor

Denver, CO · On-site

$100K - $125K/yr

Our plans are cost-effective, convenient and provide progressive ways for staying healthy ... Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care ...

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Caloptima Jobs Information

Do workers at CalOptima get paid breaks?

Yes. Most people get paid breaks.
79% of people say they get paid breaks.
Based on data from 14 people who took the Breakroom Quiz between May 2025 and May 2026.

Does CalOptima pay people when they’re sick?

Yes. Most people get paid when they’re sick.
79% of people say they would get paid if they were sick but scheduled to work.
Based on data from 14 people who took the Breakroom Quiz between May 2025 and May 2026.

At CalOptima, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
100% of people say they have to use vacation days when they’re out sick.
Based on data from 11 people who took the Breakroom Quiz between May 2025 and April 2026.

Is the health insurance from CalOptima affordable enough for their workers?

Most people say the health insurance costs are okay.
100% of people say the health insurance costs are okay
Based on data from 12 people who took the Breakroom Quiz between May 2025 and April 2026.

Do people get paid time off at CalOptima?

Most people get paid time off work.
92% of people say they get paid time off.
Based on data from 12 people who took the Breakroom Quiz between May 2025 and April 2026.

Do workers at CalOptima worry about hours?

Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 7 people who took the Breakroom Quiz between May 2025 and April 2026.

Do CalOptima workers get to choose the shifts they work?

Most people get to choose which shifts they work.
80% report that they have enough control over which shifts they work.
Based on data from 5 people who took the Breakroom Quiz between May 2025 and April 2026.

How easy is it for CalOptima workers to change shifts?

Most people find it easy to change shifts.
100% of people report that it’s easy to change shifts if they need to.
Based on data from 5 people who took the Breakroom Quiz between May 2025 and April 2026.

How easy is it to get time off at CalOptima?

Most people find it easy to get time off.
100% of people report it’s easy to get time off.
Based on data from 10 people who took the Breakroom Quiz between May 2025 and April 2026.

Do CalOptima managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 6 people who took the Breakroom Quiz between May 2025 and April 2026.

Do jobs at CalOptima spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
33% of people report that their job takes up time that they don’t get paid for.
Based on data from 6 people who took the Breakroom Quiz between May 2025 and April 2026.

How easy is it to take sick days at CalOptima?

Most people find it easy to take sick days.
92% of people report that it’s easy to take time off if they are sick.
Based on data from 13 people who took the Breakroom Quiz between May 2025 and May 2026.

Is working at CalOptima good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
80% of people who care for a child or other relative report this is a good place to work.
Based on data from 5 people who took the Breakroom Quiz between May 2025 and April 2026.

Do people at CalOptima feel treated with respect by their managers?

Most people feel treated with respect by their managers.
86% of people say they’re treated with respect by their managers.
Based on data from 14 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people at CalOptima get to take their breaks without interruption?

Most people get breaks without interruption.
93% of people report that they get to take their breaks without interruption.
Based on data from 14 people who took the Breakroom Quiz between May 2025 and May 2026.

Is it stressful to work at CalOptima?

Most people feel stressed here.
73% of people say they often feel stressed at work.
Based on data from 15 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people at CalOptima enjoy their jobs?

Most people enjoy their job.
71% of people report they enjoy their job.
Based on data from 14 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people at CalOptima recommend working with their team?

Only some people recommend working with their team.
47% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 15 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people get enough training when they start at CalOptima?

Some people didn’t get enough training when they started.
43% of people report they didn’t get enough training when they started working here.
Based on data from 14 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people get support to advance at CalOptima?

Most people are given support to advance their career here.
In the last year, 80% of people report being given support to advance their career here.
Based on data from 15 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people think CalOptima’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
58% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 12 people who took the Breakroom Quiz between May 2025 and April 2026.

Do workers feel well informed about how CalOptima is doing?

Most people feel well informed about how the company is doing.
93% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 15 people who took the Breakroom Quiz between May 2025 and May 2026.

What other companies are hiring for Health Plan Advisor jobs?

Retirement Plan Advisor

NFP Corp

Plymouth, MN

$70K - $115K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Posting Description

Who We Are: 

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: 

We are seeking a qualified professional for the position of Retirement Plan Advisor. This role involves independently managing and nurturing established client relationships, primarily focusing on service delivery rather than business development. Advisors assume responsibility for clients following the completion of the sales process or upon transition from another consultant. This salaried position includes a revenue-based retention bonus. Advisors are encouraged to pursue new business opportunities and may earn commissions, provided the appropriate licenses are held.

Key Responsibilities:
  • Ongoing relationship management with assigned clients
  • Leading quarterly investment reviews with plan sponsor clients
  • Addressing client inquiries related to compliance and plan design while delivering proactive support
  • Serving as the primary contact between clients and their service providers, such as recordkeepers, TPAs, and auditors
  • Working collaboratively with recordkeepers to create effective participant communication strategies
  • The typical caseload for this role is 30–50 client relationships.
Required Experience/Characteristics:
  • Minimum of 5 years’ experience in the retirement plan industry
  • Proficiency with retirement plan design and compliance requirements
  • Familiarity with core investment concepts, reporting, asset allocation, and a general understanding of the securities market
  • Exceptional presentation and communication skills
  • Strong commitment to client service, responsiveness, and team collaboration
  • Proficiency with Microsoft Office Suite, CRM systems, and conducting meetings via MS Teams/Zoom
Required Licenses:
  • Series 65 license required
  • Life & Health insurance licenses are recommended but not mandatory

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,000 to $115,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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PLANA015364Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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