Business Operations Associate

Job Description

REQUIREMENTS

• 4+ years of financial services, insurance or retirement experience required.
• Will require FINRA NRFO registration.
• Possess good analytical, leadership, problem-solving, decision-making, negotiation and planning skills.
• Must be a team player, demonstrate effective organizational, interpersonal, and strong communication skills (verbal and written).
• Must be results driven and detail oriented with the ability to manage change in a dynamic environment.
• Good computer skills, including knowledge of Microsoft applications.
• Able to see the ‘big picture’ and eager to learn and take on new responsibilities and projects.

RESPONSIBILITES

• Independently perform support functions related to non-proprietary business activity, including managing agent profiles in internal database, fixed annuity desk, variable agent appointments, and broker of record changes.
• Provide support to the variable/fixed indexed annuity desk. This may include backup support to the variable/fixed indexed annuity desk, application uploads/downloads, and carrier confirmation calls, documenting internal systems with approvals, and transmitting documents to carriers.
• Perform support functions for varied business processes, such as basic commission inquiry assistance, succession planning support for home office and FPs, PPN Newsblast, and process expenses.
• Build and maintain key relationships with financial professionals by assisting with training on subjects to include basic reporting functions and website functionality.
• Participate in or lead team projects, including development and implementation of administrative procedures, creating workflow processes, as well as offering ideas and suggestions to improve processes or gain efficiencies.
• Perform other job-related duties as required.

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