Develop knowledge of the automated commissions process and associated rules, to ensure outcomes are consistent with commission guidelines and philosophy.
Regularly generate reports to keep Commissions Manager apprised of new business activity and progress.
Gain an understanding of how Agent Hierarchies and Annuity Grids to work to better assist field agents
Upload PFA statements for field Agents into the PFA Website
Process the NLG New York Life Weekly Commission Statement
Process the weekly agent PFA Statements
Requirements
Strong interpersonal Skills
Excellent oral and written communication skills
Ability to work with minimal direct supervision (after training period)
Be a self-starter and work well with others in a team environment
Ability to multitask in a fast paced environment
Strong organizational skills with attention to detail
Work well with numbers
Ability to understand and follow both written and verbal instructions
Ability to maintain a high degree of concentration
Excellent computer skills and speed to execute.
Advanced knowledge of Google Suite and Excel required.
Quick learner of additional in-house platforms required.
Benefits
HRA allowance covering a minimum of $1,000 per month towards health insurance premiums and health expenses.
401(k) plan after one year of service for eligible employees, with 3% Safe Harbor contribution from PFA, based on your annual income
14 days paid PTO, plus holidays
Coffee, snacks, and drinks provided in the office
Company socials and fitness challenges.
Commitment to Work-Life Balance : PFA values the health and well-being of its employees. We offer a flexible hybrid work schedule, allowing you to balance in-office collaborations with the convenience of remote work after a minimum training period.
Diversity and Inclusion : At PFA, we are committed to creating a diverse and inclusive workplace. We welcome applicants from all backgrounds to join our mission in serving Middle America's financial needs.