Job description
Overview:
At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For over 40 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.
A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 11 times by our associates as a Top Workplace in Iowa1 and 13 times as Broker-dealer of the Year by our financial professionals through Investment Advisor magazine2. We are recognized among the leading firms in the financial advice industry as we serve over 3,700 independent financial professionals and hundreds of thousands of their investing clients across the country.
1The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.
Compensation: $55,000-$70,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Cambridge Investment Research Inc., one of the nation’s top independent financial solutions firm, is actively looking for a person who has a passion for insurance to join the Marketing Department as a full time Insurance Center Liaison.
At Cambridge, our purpose is to make a difference in the lives of our financial professionals, their investing clients, and our associates. Our values of integrity, commitment, flexibility, and kindness continue to guide us in the decisions we make together every day. For over 40 years we’ve delivered innovative financial solutions while offering exciting career opportunities with ongoing professional development.
A national leader as a financial solutions firm, Cambridge’s commitment to long-term professional development in a unique small-town community makes this a one-of-a-kind opportunity. Cambridge has been honored 11 times by our associates as a Top Workplace in Iowa1 and 13 times as Broker-dealer of the Year by our financial professionals through Investment Advisor magazine2. We are recognized among the leading firms in the financial advice industry as we serve over 3,700 independent financial professionals and hundreds of thousands of their investing clients across the country.
1The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.
2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.
Essential Duties:
- Partner with the Insurance Center team to interface throughout company to provide a high level of service to financial professionals regarding departmental offerings such as insurance and annuity products. Builing relationships with insurance carriers and agency partners and working with our internal legal team on establishing selling agreements with those carriers is a major function of the role.
- Serve as the knowledge expert for other internal Cambridge teams regarding insurance products and licenses.
- Maintain an enhanced working knowledge of key industry topics and overall familiarity with relevant resources as it relates to departmental offerings and insurance products. Obtain and remain current with insurance licenses and continuing education requirements.
- Serve as a knowledge leader regarding state insurance licensing requirements and support financial professionals through timely processing of variable and fixed insurance appointments
- Proactively manage and sustain relationships with MGA or IMO partners
- Support financial professionals by providing product information and analysis related to fixed and variable insurance
- Collaborate with internal partners, such as accounting and client solutions, and respond to financial professional inquiries regarding insurance compensation and payout
Four or more years of related experience, education and/or training
Certificates & Licenses:
This job requires obtaining a FIRNA Series 6 or 7 license and Insurance Licenses with Life and Health/Accident lines of authority in order to complete job responsibilities. Cambridge will provide financial and educational support towards obtaining required licenses including paid study time, training courses, study materials and online resources.
Compensation: $55,000-$70,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Profit Sharing Plan
- Nine paid holidays
You can find more details about our comprehensive benefits package here.
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