4 wealth planner jobs found in Columbia, MO

A company built to serve you. It's your career, Shelter it! Administrator of Agency Records $21.08 - $26.14 per hour Job Level: Individual Contributor Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands.  Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position. What You Will Be Doing: Calculate, process and distribute monthly, quarterly and annual Agent, Agency Recruiting Specialist (ARS), Sales District Leader (SDL), and Regional Sales Leader (RSL) bonuses. Assist in preparing and distributing TrAC Recruiting Documents and overseeing and administering the TrAC Staff Reimbursement Program. This includes determining eligibility, assisting Agents with signing-up for the program, and reimbursing Agents who...

A company built to serve you. It's your career, Shelter it! New Business Specialist $19.28-$23.13 minimum starting pay Job Level: Individual Contributor Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands.  Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position. What You Will Be Doing: The New Business Specialist is responsible for accurately and efficiently managing all documentation, communication, and collaboration involved in the processing of new life insurance applications within the Life Company. This role serves as the central communication point between Underwriters, Medical Records Retrieval Specialists and field marketing including Agents and Sales District Leaders. Responsible for core duties...

  Are you motivated by helping people through moments that matter while delivering excellent service behind the scenes? MEM Insurance is seeking a Medical‑Only Claims Representative to join our Claims team. In this role, you will manage a caseload of workers’ compensation medical‑only claims, ensuring timely, compliant, and thoughtful handling from first notice through closure. You will play a critical role in coordinating quality medical care, maintaining accurate claim documentation, and collaborating with internal partners to deliver positive outcomes for injured workers, policyholders, and our organization.   At MEM, we believe strong claims handling is built on teamwork, accountability, and continuous learning. This position offers the opportunity to grow your claims expertise while being supported by a collaborative culture that values both our customers and our employees.     Essential Duties and Responsibilities Under the general direction of the...

Role Overview As a Client Relations Agent you will build customer relationships for TMHCC. This position adds value to the client experience for new business acquisition and renewal business retention. Primary responsibilities include guiding new and existing customers through the surety bond application process, answering customer questions to ensure account accuracy, and closing sales for warm leads generated in-house through our website. Key Responsibilities Explain and promote various surety bond products to clients, ensuring they understand the benefits and requirements. Facilitate bond applications with Clients and answer questions as needed. Collaborate with other internal team members (including underwriters, account managers, and service representatives) to ensure seamless bond processing and customer satisfaction. *All Client Relations Agents must pass the Missouri Property & Casualty Insurance Producer Licensing Exam after being hired and onboarded....