Caloptima
Caloptima

60 Caloptima Health Plan Advisor Jobs Hiring Near You

Working closely with Senior Advisors, the Junior Retirement Plan Advisor will help support client ... health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing ...

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

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 ...

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

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

Working closely with Senior Advisors, the Junior Retirement Plan Advisor will help support client ... health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing ...

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 ...

Working closely with Senior Advisors, the Junior Retirement Plan Advisor will help support client ... health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing ...

In addition, our Professional Color Advisors are responsible for providing superior customer ... Health insurance, dental insurance, vision insurance, vacation and holiday pay, paid sick time ...

Showing results 41-60

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.

Jr Retirement Plan Advisor (Hybrid)

NFP Corp

Charlotte, NC • On-site

$50K - $60K/yr

Full-time

Medical, Retirement, PTO

Posted 8 days ago


Job description

Posting Description
Description
Who We Are
NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary of the Role: The entry-level Retirement Plan Consultant is responsible for supporting retirement plan consulting, client service, investment reporting, and plan administration activities. This role provides an excellent opportunity for individuals interested in building a career in retirement plan advisory, investments, and financial services. Working closely with Senior Advisors, the Junior Retirement Plan Advisor will help support client relationships, retirement plan operations, investment analysis, and plan transition projects while developing technical expertise and industry knowledge.
Essential Duties and Responsibilities:
  • Partner with Senior Advisors to support ongoing client relationships and day-to-day service needs.
  • Assist in responding to client inquiries and coordinating follow-up actions.
  • Participate in client meetings and support the preparation of meeting materials and presentations.
  • Develop the ability to effectively communicate retirement plan concepts and industry best practices to clients.
  • Support investment monitoring activities and reporting processes.
  • Help ensure accuracy and consistency of client reporting deliverables.
  • Develop technical knowledge of retirement plan administration, operations, investments, pricing structures, and regulatory considerations.
  • Support conversion and implementation projects for new and transitioning retirement plans.
  • Coordinate project-related activities, timelines, and documentation to ensure successful plan transitions.
  • Maintain accurate records of client, investment, and plan information.
  • Prepare reports, spreadsheets, and presentations using Microsoft Office applications.

Knowledge, Skills, and/or Abilities:
  • Strong interest in retirement plans, investments, financial services, or wealth management.
  • Comfortable working with databases, reporting tools, and technology platforms.
  • Excellent organizational skills with strong attention to detail.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Strong interpersonal and customer service skills.
  • Demonstrated initiative, curiosity, and commitment to professional development.

Education and/or Experience:
  • Bachelor's degree in Business, Finance, Economics, Accounting, or a related field preferred.
  • Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.

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 $50,000 - $60,000. 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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