ESI Director, Suitability

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🕒 Outubro 26

🤠 Texas, Vermont – Remoto

🤠 Texas – Remote 🍁 Vermont – Remote

💵 $90.000 - $132.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Diretor

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Liberty National Life Insurance Company

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1900

💼 Consultoria

📣 Marketing

🛡️ Seguros

Consulting • Marketing • Insurance

A Liberty National Life Insurance Company é uma fornecedora de seguros baseada nos EUA e parte do grupo Globe Life, que oferece produtos de seguro de vida e saúde suplementar para indivíduos e empregadores. A empresa comercializa seguros de vida inteira, seguro de vida temporário, despesas finais, morte acidental, câncer, doença crítica, cuidados intensivos hospitalares e várias apólices de seguro contra acidentes através de agentes licenciados e programas em locais de trabalho, e oferece atendimento ao cliente, processamento de sinistros e suporte a agentes em todo o país.

Descrição

• Review and approve broker-dealer and investment adviser accounts and transactions • Analyze complex securities transactions and discuss escalated transactions with the field • Review new business and subsequent transactions involving annuities, mutual funds, 529s, and advisory business • Provide service to ESI Registered Representatives and their clients • Conduct in-depth case reviews and documentation within established time constraints • Deliver effective solutions for sensitive case-review situations • Review and approve the daily Trade Blotter and similar reports • Conduct post-transaction follow-up to resolve outstanding items • Provide internal and external support • Deliver internal and external presentations and suitability training • Identify and implement process improvements • Draft field communications • Perform other duties as assigned

🎯 Requisitos

• Bachelor’s degree • 10 years of financial services experience • 8 or more years of experience conducting suitability reviews of broker-dealer and advisory business • FINRA Series 7 and 24 licenses • Strong knowledge of annuity products • Strong background in customer service and ability to handle difficult conversations • Complex problem-solving ability in ambiguous situations • Ability to think independently and tactfully challenge others’ opinions • Ability to perform quality work in a fast-paced environment and work well with individuals at all organizational levels • Superb interpersonal, time management, communication, and organizational skills • Ability to pass a background and fingerprint check • No visa sponsorship offered • Preferred: FINRA Series 53 • Ability to use approved AI tools responsibly and validate AI-generated content

🏖️ Benefícios

• Benefits start day one and are flexible and customizable to you and your family’s specific needs • Medical benefits • 401(k) eligibility • Vacation, sick time, and parental leave • Eligibility for discretionary annual incentive programs • Paid volunteer time • Environmentally sustainable and healthy workplaces • Opportunities for growth • AI tools and AI-enabled ways of working

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