- Position: Commissions analyst (Financial Analyst)
- Location: Onsite in Dallas, TX
- Openings: #7
Make sure the recent client should be from direct insurance domain
- .
- Position Responsibilitie
- s:Commissions preparation and processi
- ngMeet processing deadlines with accura
- cyCommission Discrepancy Resoluti
- onField and answer questions relating to commission paymen
- tsMaintain payout gri
- dsLicensing and Contracting Resear
- chLiaison between advisors, relationship managers, and other team member
- s.Research and understand the commission structure and processes for multiple insurance carriers and produc
- tsDocument and communicating carrier commission processes to team members and agen
- tsGather and reviewing monthly commission statements for multiple insurance carrie
- rsResolve agent commission discrepancies and urgent commission nee
- ds
- Position Requiremen
- ts:Bachelor's degree (Preferably: Finance/Business Administration/Mathematics/Accounti
- ng)2 to 4 years of Life Insurance or Financial Services Experie
- nceExcellent interpersonal, written, and oral communication ski
- llsMust have excellent time-management and organizational ski
- llsMust be proficient with Microsoft Office including Ex
- celMust be able to multi-task, possess quick-thinking abilities and excellent attention to det
ail
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Financial Analyst
RulesIQ
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