Life Insurance Trade Review Lead

Stifel Financial Corp.; St. Louis (MO); Sur place; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Comprehensive benefits package

Paid time off

Health, dental and vision care

Résumé du poste

A leading financial services firm in St. Louis is looking for a Trade Review Supervisor to ensure compliance with internal policies and assist in training team members. The ideal candidate should have a Bachelor's degree in Finance, at least 2 years of experience in financial services, especially in life insurance, and relevant licenses. This role offers an entrepreneurial environment with comprehensive benefits.

Qualifications

• 2+ years' experience in financial services, preferably life insurance.
• Solid knowledge of laws and regulations related to life insurance.

Responsabilités

• Review and approve Life Insurance transactions.
• Train and mentor new Trade Review Analysts.
• Collaborate with compliance and operations departments.

Connaissances

Knowledge of brokerage products

Understanding of tax ramifications

Familiarity with compliance issues

Training and mentoring skills

Formation

Bachelor’s degree in Finance or related field

Outils

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Description du poste

A leading financial services firm in St. Louis is looking for a Trade Review Supervisor to ensure compliance with internal policies and assist in training team members. The ideal candidate should have a Bachelor's degree in Finance, at least 2 years of experience in financial services, especially in life insurance, and relevant licenses. This role offers an entrepreneurial environment with comprehensive benefits.