Provide personalized coaching and training to advisors on financial planning software, processes, and client presentation techniques. Collaborate with field leaders to promote planning philosophy, support case design, and ensure the effective adoption of digital tools.
Lead an underwriting unit by managing staff performance, development, workflow, risk analysis, service standards, and budget. Direct complex underwriting system and process improvement projects, coordinate change communications, and resolve sensitive technical and customer service issues with field and internal stakeholders.
The specialist reviews insurance applications and evaluates financial, health, and occupational information to determine eligibility and coverage. They also build relationships with financial advisors and internal partners to support the application process and ensure timely, accurate decision-making.
The role involves analyzing and appraising life insurance applications while building effective relationships with financial advisors and clients. You will manage case requirements, explain underwriting decisions, and ensure adherence to quality and regulatory standards.
Provide consultative support to clients and financial representatives on investment accounts, products, transactions, and related inquiries, ensuring accuracy and regulatory compliance. Resolve issues through to completion, educate clients on digital self-service options, and collaborate with business partners to improve products and processes.
The VP Medical Director will serve as a senior medical authority, bridging clinical medicine with risk management to set underwriting standards for Life, Disability, and Long Term Care products. They will provide medical consultations across various departments, train associate medical directors, and ensure regulatory compliance while promoting health and mortality prediction.
The Senior Director will provide sophisticated case consultation and strategic guidance on estate and business planning for high-net-worth clients. They will collaborate with advisors to develop comprehensive planning strategies, deliver thought leadership, and ensure coordinated execution of client objectives.
The Senior Tax Manager will provide advanced individual income tax planning and compliance support for high-net-worth clients while reviewing and signing federal and state tax returns. They will also collaborate with financial, legal, and tax professionals to integrate complex tax strategies into broader wealth and estate planning recommendations.
The Senior Solutions Engineer will design and develop data-connected solutions using the Microsoft Power Platform and enterprise data assets to solve complex business challenges. They will lead discovery discussions, partner with stakeholders to translate operational needs into scalable technical solutions, and provide ongoing support and maintenance.
