RESPONSIBILITIES:

Business Forecasting:

• Responsible for maintaining office U5 Financial Representative case open pipeline
• Gather and maintain accurate information for case open opportunities for all long-term and short-term cases
• Track U5 and intern submitted and paid for business daily

Business Operations:

• Act as internal office support for questions regarding underwriting, applications, policy deliveries, and case preparation in liaison with the Planning Department and Home Office
• Confirm the client has completed all requirements in a timely manner
• Submit insurance and investment requests to the planning department while checking for accuracy and completion

Business Support:

• Resolve billing shortages, questions, and changes while communicating the information to the FR
• Ensure office U5 fact finders are inspected each pay period to correlate with the new advisor launch program
• Hold weekly meetings with each U5 FR to talk through case open inventory, committed pipeline, underwriting, and any questions
• Train new U5 FRs on business operations and administrative processes
• Brief leadership team with weekly report on Financial Representative inventory, activity, and updates

Qualification Criteria:

• Bachelor’s Degree; strongly preferred
• Life and Health and investment licensed, or ability to gain licensing within 6 months of employment
• Excellent oral and written communication skills, with ability to maintain confidentiality
• Demonstrated organizational and time management skills with ability to set priorities and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• Interest in learning on a continuous basis, with a high degree of initiative
• Ability to embrace change, multitask, and work in a fast-paced environment
• Ability to work both independently and in a team
• Demonstrated leadership to motivate and hold others accountable

We offer competitive compensation packages including benefits such as health insurance, retirement plans, and paid time off and ability to earn a monthly bonus. Join our team of dedicated professionals and make a significant impact on our organization's success.

Job Type: Full-time

Pay: $35,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Fort Wayne, IN 46802: Relocate before starting work (Required)

Work Location: In person