Operations Specialist

Financial Independence Group, LLC; Cornelius (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Financial Independence Group, LLC is looking for a motivated individual to join their Ops Team in Cornelius, NC. The ideal candidate will thrive in a collaborative environment and be responsible for cross-serving all lines of business including life insurance and annuities.

This role requires problem-solving skills, creativity, and the ability to build strong relationships with financial professionals. Join us to help evolve our processes and ensure effective outcomes for our clients.

Qualifications

• Positive attitude in all aspects of work.
• Outcome-driven problem solver.
• Ability to grow within customer relationship management tools.

Responsibilities

• Support all lines of business within operations.
• Track applications and submissions through teamwork.
• Ensure new applications are in good order before submission.

Skills

Problem-solving

Relationship building

Team collaboration

Creativity

Data analytics

Job description

WHO WE ARE

Financial Independence Group (FIG) is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO) in the country, partnering with thousands of financial professionals in all 50 states. FIG seeks to expand the availability of financial products and services to financial professionals and ultimately the clients and families they serve. This is accomplished through robust product offerings, innovative marketing, and cutting-edge technology.

ABOUT THE TEAM

FIG’s Ops Team is unlike any other. We take passion and accountability to a whole new level. We see ourselves as an extension of the financial professionals we work with day in, day out and work to build strong relationships that help drive efficiency and business processing.

FIG’s Ops Team operates in a team-driven, agile manner. We work with one another and other departments to service and process new business applications. From surveying insurance company rules and checking funding status, to driving the cadence of a case forward, there’s no end to the depths our team will go to provide the gold standard of customer service. We partner closely with our in-house tech team to collaborate and constantly evolve the platform that we use every single day and that connects us to the financial professionals we serve. Problem solving and innovation is at the heart of everything we do, and we never stop thinking outside-of-the-box to focus and improve on the true outcome of the work in front of us.

RESPONSIBILITIES

• Cross-serve all lines of business – life insurance, long-term care, and annuity – supporting the entire operations team.
• Responsible for reviewing and tracking transfer status’ and inforce submissions through problem-solving and teamwork.
• Review new applications and ensure they are in good order before submitting to carrier.
• Follow up and communicate with top insurance companies and financial institutions to drive forward the end-goal of completion.
• Work closely and in lockstep with the FIG Ops team to create a cohesive, evolving culture of one to drive stability and growth with the financial professionals we work with.
• Constantly evaluate our process and best efficiencies to ensure effective outcomes.
• Willingness to evolve this role through creativity and out-of-the-box thinking to solve unique scenarios and problems within the operations team.
• Utilize analytics and reporting for process evaluation to further the analyst and operations role.

QUALIFICATIONS

• Keep a positive attitude in all aspects of your work.
• Outcome-driven problem solver.
• Fosters and builds relationships internally and externally.
• Ability to learn and grow within our customer relationship management tool.
• Engage in collaboration with sales and other departments throughout the organization to increase efficiency.
• Bring forward ideas and remain creative for continuous improvement.
• Excel in a team-driven environment.
• Act as the advocate for the agent and client, where you remain empathetic and engaged in the process from start to finish.