Title: Life & Annuity Managing Consultant
Location: Remote
Duration: contract to hire
BASIC QUALIFICATIONS
· 10 years of experience in an Operational role at a Carrier or Distributor, or as a Sr. Consultant at a consulting firm;
· Solid experience in Wealth Management, Life Insurance and Annuities;
· The ability to assess a situation and independently take action to address it;
· Some experience with industry order entry platforms; Affirm, AN4, LifeSpeed, etc.;
· Comfortable using data transformation tools such as VTXML and/or XML Spy;
· Experience delivering client training;
· Expert understanding of operational processes within Life Insurance and Annuities from Carrier standpoint;
· Solid writing and presentation skills;
· Excellent organizational skills;
· Sharp analytical and problem-solving skills;
· Ability to “Roll-up your sleeves” and assist team in meeting deliverables;
· A desire to mentor team members.