Operations Advisor – Management Specialist

Jobtailor; California (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor seeks a CMD Operations professional in the United States to manage customer communications for financial professionals and insurance firms. Responsibilities include diagnosing issues, explaining procedures, and guiding escalations while maintaining high service standards.

The role requires strong relationship management, 2+ years in CMD Operations, and a 4-year degree or equivalent. Proficiency with CRM platforms, AWS, and workflow tools is preferred.

Qualifications

• FINRA SIE and Series 6 or 7 registrations required at time of application
• 2+ years CMD Operations experience focused on communication and service support with customers
• 4-year degree or equivalent experience
• Advanced understanding of CMD annuity and/or life products, workflows, and Operations services
• Strong relationship management skills
• Excellent research and analysis skills
• Ability to resolve complex issues under tight deadlines
• Strong verbal and written communication skills
• Ability to balance accuracy, speed, and customer service
• Ability to work effectively in a team environment
• Knowledge of Life products, processes, and transactions
• Experience interacting directly with financial professionals and insurance firm leadership
• Experience using Microsoft Office applications, CRM platforms, AWS, and workflow management platforms

Responsibilities

• Handle calls, emails, and correspondence for assigned financial professionals and firms while meeting quality and efficiency standards
• Diagnose customer core issues and anticipate needs
• Explain the rationale behind procedures or requests
• Analyze escalated case submissions by reviewing necessary resources
• Monitor issue-resolution status and ensure processing is completed correctly
• Communicate outcomes effectively to requestors
• Consult with financial professionals submitting first-time or complex business to support post-issue NIGO resolution
• Support and cultivate relationships with assigned insurance firms
• Facilitate complex inquiries for the Inforce Life business

Skills

CMD Operations

Relationship Management

Communication Skills

Issue Resolution

Research & Analysis

Team Collaboration

Customer Service

Education

Bachelor's Degree

Tools

Microsoft Office

CRM Platforms

AWS

Workflow Management Platforms

Job description

• Handle calls, emails, and correspondence for assigned financial professionals and firms while meeting quality and efficiency standards
• Diagnose customer core issues and anticipate needs
• Explain the rationale behind procedures or requests
• Analyze escalated case submissions by reviewing necessary resources
• Monitor issue-resolution status and ensure processing is completed correctly
• Communicate outcomes effectively to requestors
• Consult with financial professionals submitting first-time or complex business to support post-issue NIGO resolution
• Support and cultivate relationships with assigned insurance firms
• Facilitate complex inquiries for the Inforce Life business

Requirements

• FINRA SIE and Series 6 or 7 registrations required at time of application
• 2+ years CMD Operations experience, ideally focused on communication and service support with customers
• 4-year degree or equivalent experience
• Advanced understanding of CMD annuity and/or life products, workflow processes, procedures, and Operations services
• Strong relationship management skills
• Excellent research and analysis skills
• Ability to resolve complex issues
• Strong verbal and written communication skills
• Ability to complete assignments in a high-volume, fast-paced environment under tight deadlines
• Ability to balance accuracy, speed, and customer service
• Ability to work effectively in a team environment
• Knowledge of Life products, processes, and transactions
• Experience interacting directly with financial professionals and insurance firm leadership
• Experience using Microsoft Office applications, Customer Relationship Management platforms, AWS, and workflow management platforms

Core Competencies

Demonstrates expertise in managing customer communications and resolving complex issues within the financial services sector, particularly in relation to CMD annuity and life products. Proven ability to maintain strong relationships with financial professionals and insurance firms while ensuring high-quality service delivery.

Highest-signal resume keywords

• FINRA SIE Registration
• Series 6 Registration
• Series 7 Registration
• CMD Operations Experience
• Relationship Management Skills

ATS Optimization Keywords

Hard Skills

• Research Skills
• Analysis Skills
• Issue Resolution
• Knowledge of Life Products
• Workflow Processes

Soft Skills

• Verbal Communication Skills
• Written Communication Skills
• Team Collaboration
• Customer Service Orientation
• Ability to Work Under Tight Deadlines

Certifications & Qualifications

• FINRA SIE
• Series 6
• Series 7

Industry Keywords

• CMD Annuity Products
• Life Products
• Financial Professionals
• Insurance Firms
• NIGO Resolution

Tools & Technologies

• Microsoft Office
• Customer Relationship Management Platforms
• AWS
• Workflow Management Platforms