Field Practice Support Specialist, Licensed (Remote)

DUTIES & RESPONSIBILITIES

• Complete applications and service forms for all product lines, including Life Insurance, Health, Annuities (LHA), Mutual Funds (MF), Financial Planning, and Brokerage, ensuring they are in good order (IGO).
• Research & resolve not-in-good-order (NIGO) issues across all product lines by analyzing processes, correcting errors, and gathering additional information as needed.
• Collaborate with external companies to ensure forms are in good order (IGO)
• Efficiently navigate over 40 systems to accurately process applications and service forms, minimizing the need for additional outreach to representatives and clients
• Facilitate money movement for internal and external products on behalf of the FA/Client, ensuring accuracy and compliance
• Proactively contact clients to gather information, provide reminders to the client to complete various applications/forms, assist in conversations with external companies and clients to verify form accuracy, gather additional details, and complete required paperwork
• Review external company statements to input accurate data for financial planning

QUALIFICATIONS & SKILLS

• 2+ years of diverse experience in the financial industry with in-depth experience with one or more financial products (Mutual Funds, Brokerage, Investments, Annuity, Life, Health) and supporting systems
• Excellent interpersonal skills, with strong written and verbal communication and high attention to detail. Able to clearly communicate with diverse audiences across the enterprise
• Demonstrates adaptability in a dynamic, fast-changing environment
• Maintains integrity of sensitive and confidential information
• Able to establish rapport and build relationships with external and internal customers and coworkers
• Strong proficiency in navigating multiple systems