Key skills
Communication
About this role
Role Overview
- Services clients, drives best practices, and improves client outcomes through excellent customer service and operational excellence.
- Develops holistic plan management routines that help identify plan efficiency opportunities.
- Proactively brings data driven insights to integrated team and institutional clients.
- Works with business partners to implement business plans and structured communication processes and activities.
Requirements
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63 Licenses and Certifications
- Life and Health Insurance License (Resident State)
- Multiple Issuers required
Benefits
- Comprehensive Total Rewards package
- Competitive compensation package
- Retirement program
- Health, wellness and work life offerings