Employer Industry: Financial Services

Why Consider this Job Opportunity:
- Salary up to $55,000
- Opportunities for performance-based salary increases, spot bonuses, and short-term incentive compensation
- Full range of benefits, including medical, dental, vision, 401(k) plan, and paid time off
- Growth opportunities within the organization
- Supportive work culture that values diversity, equity, and inclusion

What to Expect (Job Responsibilities):
- Review Reg 60 documents and ensure data accuracy for processing
- Utilize internal systems for customer/carrier comparisons
- Collaborate with Financial Professionals and Insurance carriers for illustrative values
- Initiate contact with carriers and rectify rejections
- Quality control of completed work

What is Required (Qualifications):
- College degree
- Strong organizational skills
- Attention to detail
- Comfortable communicating with Financial Professionals via email and/or phone
- Ability to collaborate with team members

How to Stand Out (Preferred Qualifications):
- Knowledge of financial planning products
- Knowledge of insurance operations
- Ability to build positive relationships within the team
- Experience in telephone-based customer servicing
- Commitment to diversity, equity, and inclusion

#FinancialServices #CareerGrowth #CompetitivePay #DiversityandInclusion #EmployeeBenefits

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.