ESI Director, Suitability

Job not on LinkedIn

🕒 4 days ago

🤠 Texas, Vermont – Remote

🤠 Texas – Remote 🍁 Vermont – Remote

💵 $90k - $132k / year

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 0%

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Liberty National Life Insurance Company

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1900

💼 Consulting

📣 Marketing

🛡️ Insurance

Consulting • Marketing • Insurance

Liberty National Life Insurance Company is a U. S. -based insurance provider and part of the Globe Life group that offers life and supplemental health insurance products to individuals and employers. The company markets whole life, term life, final expense, accidental death, cancer, critical illness, hospital intensive care, and various accident insurance policies through licensed agents and worksite programs, and provides customer service, claims processing, and agent support nationwide.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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