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RulesIQ

Financial Analyst

Contract · In Office · USA

Posted Aug 12, 2026

  • 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

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Financial Analyst

RulesIQ

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