Internal Wholesaler/Insurance Associate - Corps Team
Atlanta, GA 30309
About the Job
Our client, a financial advisor specializing in wealth management for high-net-worth clients, is seeking an Internal Wholesaler/Insurance Associate in their Life, Long-term Care, Annuity, and Disability area for a full-time position. This role is hybrid, and candidates should be local to Atlanta.
Summary
Utilize annuity, life, disability and LTC asset classes to complement our financial planning process and deliver superior client experiences. Part of a small team responsible for the growth and development of these insurances through partnerships with internal teams (operations, client care, financial planners, and advisors) and external strategic relationships (broker general agents, insurance carriers). Ideal candidate will have attention to detail, ability to create efficiencies, have the mindset to work across a variety of teams, and proven success with project management, case management, and product servicing. This role reports to the Director of Life, Long-term Care, Annuity & Disability (LLAD) Insurance
Primary Function
Summary
Utilize annuity, life, disability and LTC asset classes to complement our financial planning process and deliver superior client experiences. Part of a small team responsible for the growth and development of these insurances through partnerships with internal teams (operations, client care, financial planners, and advisors) and external strategic relationships (broker general agents, insurance carriers). Ideal candidate will have attention to detail, ability to create efficiencies, have the mindset to work across a variety of teams, and proven success with project management, case management, and product servicing. This role reports to the Director of Life, Long-term Care, Annuity & Disability (LLAD) Insurance
Primary Function
- Support life, disability, LTC, annuity and PPLI sales and policy servicing. To include coordination of procedures with internal teams of operations, client care, and financial planning.
- Reconcile product commissions.
- Provide assistance with new account setups and the management of existing accounts. Review product illustrations and policies, capture & summarize critical product data for ongoing policy servicing.
- Maintain up to date knowledge of product features, underwriting processes, and policy servicing.
- Communicate high level overviews of process, products, underwriting and service options to clients and internal teams.
- Establish and maintain strong working relationships with internal and external partners and strategic relations, leverage their skillsets to increase efficiencies and enhance the client experience.
- Project management as assigned, may include projects to utilize current technology to streamline overall department efficiencies.
- 5+ years of experience working with advisors within the financial services industry.
- Life and health licensed. Additional accreditations such as CFP, CLU or ChFC are helpful.
- Foundational knowledge of annuity, life, LTC and disability products, underwriting, and case management.
- Sharp analytical and problem-solving skills; ability to roll-up your sleeves and assist teams in meeting deliverables.
- Stresses critical thinking and logic when problem-solving; can think creatively and out of the box.
- Organizational and time management skills; ability to manage multiple priorities.
- Proficiency with Microsoft Office required. Knowledge of CRM (Salesforce) helpful and industry technology such as, ipipeline, firelight or annuitynet is a plus.
Source : Corps Team