Job description

Top-rated Wealth Management Firm looking for a smart, take charge, organized, and detailed individual to join a wealth management advisor and his team. The team needs a licensed Associate Financial Rep to be the Director of Risk Management: manage applications, medicals, and insurance underwriting.

Others describe you as: One who finishes what you start; has an extremely strong work ethic; critical, key player; gets things done; a "go-getter"; extremely detailed; completely focused on a job done right the first time; dependable; loyal; always on time or early; a passionate leader; organized by nature; wants to be part of a team that "flat" makes stuff happen and takes ownership; impeccable follow-through; works well in a fast-paced environment and ability to prioritize tasks.

Requirements: Fluency with Microsoft Office programs, high level of organization, ability to complete tasks quickly without sacrificing quality and accuracy, positive attitude, optimal balance of assertiveness, and a "team-player" attitude. Must have a Life and Health License and experience in insurance underwriting. You will manage Applications, Medicals, Underwriting, Policy Delivery, and Insurance customer Service Work.

Education and Experience: Must have Life and Health License and Insurance Underwriting experience.

Job Type: Full-time

Pay: $65,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Work Location: Hybrid remote in West Springfield, MA 01089

offroadmanagementgroup.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, offroadmanagementgroup.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, offroadmanagementgroup.com is the ideal place to find your next job.