Life Advocate I will perform Life and Retirement Core and Auxiliary transactions and work as a part of a flexible work group to maximize workflow efficiencies and production. This is a hybrid position, must live around the Springfield, IL area.
Responsibilities
Support multiple daily functions via various systems
Perform and execute 20% of Core and Auxiliary business functions
Communicate effectively with the field sales team and clients
Learn and understand functions of administrative systems, document repositories, workflows, and web-based applications
Multitask, collaborate with peers, and execute on highest priorities
Actively participate in collaborative work efforts, training, and provide suggestions for process improvements
Learn and demonstrate basic life and retirement product and industry knowledge
Understand and adhere to basic compliance, tax regulations, Department of insurance and filed rules
Provide updates as required on assigned work
Requirements
H.S. Diploma or GED equivalent, required
Bachelor’s degree in business/finance-oriented field or comparable experience in business related field, preferred
Communicate effectively and professionally with internal business partners, agents/field staff, and clients
Understand and adhere to FINRA, SCE, IRS, State Department of Insurance, and internal SOP guidelines