Supervisory Principal

About the role

Supervisory Principal Large Financial Client is a 6+ month contract position (with potential to extend or convert) that is 100% remote, targeting a start date of October 20, 2026.

Requirements

• 3+ years of financial services experience specifically in annuity review.
• Prior experience in a client‑facing role—comfortable on the phone and able to clearly explain complex issues and ask open‑ended questions.
• Strong knowledge of Smartsheet.
• Licensing Required: Active Series 7 and either Series 24 or Series 9/10.

Skills

• Ability to work in a fast paced/high volume environment and be flexible with work schedule.
• Customer Focus, Collaboration, Time Management & Organization, Excellent oral and written communication skills.
• Ability to multi‑task, strong attention to detail, excellent problem‑solving and follow‑up skills.
• Working knowledge of Smartsheet, Excel, Word, PowerPoint.
• Excellent customer service skills and the ability to communicate effectively with individuals at various levels.

Benefits

• Medical, dental, vision, life, disability, and other insurance plans (optional layer of financial protection).
• ESPP (employee stock purchase program).
• 401K program with company match after 12 months of tenure (contributions typically allowed within 30 days of starting).
• HSA (Health Savings Account on the HDHP plan).
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On‑demand training program.
• Access to certification prep and a library of technical and leadership courses/books/seminars after 6+ months of tenure.
• Certification discounts and other perks to associations including CompTIA and IIBA.
• Dedicated customer service team for consultants to address benefits and other resources.
• Certified Career Coach.
• Welcome Packet containing full list of benefits, programs, support teams and resources (available upon request).

Pay

The estimated pay rate for this contract position is between $40 and $45 per hour.

Schedule

The role requires flexibility with work schedule to accommodate a fast‑paced, high‑volume environment.