At KRM Generational Wealth Advisors, we specialize in working with the generations – generations of family or generations of a business. We work with our clients at every stage and transition in their life, working to understand what’s important to them now, in the future, and for generations to come.

We are seeking an organized team player, with strong leadership and project management qualities. The Workflow Manager anticipates the needs of the office, plans for its development with the employing representatives, recommends necessary changes and takes independent action in his/her areas of authority.

Specific responsibilities include but are not limited to:

SUPPORT

• Oversee operational procedures for all aspects of a financial representative’s business including coordinating communication and workflow between representative and staff
• Maintain office and employee standards
• Facilitate the training of team members, directly or indirectly, in all aspects of their responsibilities
• Maintain adequate coverage through cross-training
• Maintain all necessary employee records and administer benefits
• Maintain job descriptions for each staff position
• Maintain employee handbook
• Coordinate all communications between staff and representatives
• Preparation prior to client/prospective client meetings, other than standard annual review
  • Review file contents and case notes
  • Gather documents per need, file organization
  • Run ledgers and PPA
  • Print and review all necessary paperwork and agendas
  • Complete filling requests
• Coordination between representatives and home office regarding:
  • Sales support
  • Compensation and credit
  • In force marketing
  • Research for exceptional circumstances
• First client communications
• Answer basic client questions
• Delegate call to appropriate staff specialist
• Gather client information on behalf of staff specialist
• Handle all complex service issues such as MCB, variable insurance re-allocations, reconsiderations
• Coordinate and prepare for weekly staff meetings
• Maintain compliance standards
• Document, handle and delegate all transcriptions from representatives
• Dispense all home office communications to staff and representatives including:
  • NMIS communications
  • LINKnet tech alerts and news bulletins
• Track representative forum/premium/lives goals
• Maintain FR websites
• Make annual review appointments
• Inform staff and representatives of educational opportunities
• Manage email inbox and telephone communications
• Sustain a positive, enthusiastic and professional office atmosphere for clients, representatives and colleagues

Qualifications

• Health and Life licensed or gain licensing within 6 months of employment
• Financial Service or Insurance industry experience preferred
• Demonstrated leadership to motivate and hold others accountable
• Series 6 and Series 63 in applicable states
• Computer experience and/or data entry
• Customer service experience
• Excellent oral and written communication skills
• Demonstrated organizational skills, ability to multitask 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
• High degree of initiative
• Ability to be diplomatic
• Ability to be flexible and open-minded
• Ability to work in a fast-paced environment
• Ability to maintain confidentiality
• Team oriented

Benefits

• Health Insurance
• 401K
• Disability Insurance
• PTO
• Paid Holidays