Supervisory Principal

Apex Systems; Fort Mill (SC); Hybrid; USD 55,000 - 62,000; Full time

Benefits offered by this job

Benefits package

401K with company match

Job summary

Apex Systems is seeking a Supervisory Principal for a 6+ month contract role with a 100% remote configuration. The position requires active Series 7 and Series 24 or 9/10 licensing, 3+ years in annuity review, and strong client-facing communication. Expected hourly rate is $40–$45.

This role emphasizes fast-paced problem solving, collaboration, and precise follow-up. Work will center on accurate financial services oversight, formal communication with clients, and the use of Smartsheet, Excel,

Qualifications

• 3+ years of financial services experience specifically in annuity review.
• Prior experience in a client-facing role—comfortable on the phone and able to clearly explain complex issues and ask open-ended questions.
• Core Competencies: Customer Focus, Collaboration, Time Management & Organization, Excellent oral and written communication skills.
• Working knowledge of Smartsheet, Excel, Word, PowerPoint.

Skills

Client-facing

Phone communication

Open-ended questions

Time management

Organization

Oral and written communication

Problem-solving

Follow-up

Collaboration

Attention to detail

Tools

Smartsheet

Excel

Word

PowerPoint

Job description

# Supervisory PrincipalApply**Job#: 3052664****Job Description:****Title:** Supervisory Principal**Large Financial Client****Duration:** 6+ months (potential to extend or convert)**Location:** 100% Remote**Target start date:** 10/20/26**Hourly Rate:** 40-45/HR **Requirements*** 3+ years of financial services experience specifically in annuity review.* Prior experience in a client‐facing role—comfortable on the phone and able to clearly explain complex issues and ask open‐ended questions.* Strong knowledge of Smartsheet* **Licensing Required:** Active Series 7 and either Series 24 or Series 9/10.**Core Competencies:*** Ability to work in a fast paced/high volume environment and be flexible with work schedule.* Customer Focus, Collaboration, Time Management & Organization, Excellent oral and written communication skills.* Ability to multi-task, strong attention to detail, excellent problem-solving and follow-up skills are essential for this position.* Working knowledge of Smartsheet, Excel, Word, PowerPoint,* Excellent customer service skills and the ability to communicate effectively with individuals at various levels.Compensation & BenefitsThe estimated pay rate for this contract position is between $40 and $45 per hour.We are an equal opportunity employer and welcome applications from all qualified candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.Apex uses a virtual recruiter as part of the application process. Click here for more details.If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. *Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.**Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy**Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.**Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.**If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.**UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.***Employee Type:** Contract**Remote:** Yes**Location:** Fort Mill, SC, US**Job Type:****Date Posted:** September 17, 2026**Pay Range:** $40 - $45 per hour