Job description
Seeking a friendly professional with good communication skills, the ability to manage workload and to work amongst a team to provide exceptional service to our financial consultants and customers and to support the broker dealer’s insurance business. Responsible for managing the end-to-end process of submitting, underwriting, placing and servicing life insurance, annuities, long-term care, and disability insurance.
Specific duties may vary based on experience, but this role will generally focus on the following key areas: