Job Description
The Field Practice Solutions Specialist brings a foundational understanding of all financial products and expertly navigates various systems and tools to complete applications, generate illustrations, and facilitate money movement on behalf of Financial Advisors (FAs). This role involves gathering missing personal and financial information from clients, guiding them through service and money movement processes, and ensuring a positive client experience – all while increasing advisor capacity.
This role requires taking ownership of issues, collaborating with departments to resolve errors, and clearly communicating product-specific information to FAs, support staff, and other stakeholders.
+ DUTIES & RESPONSIBILITIES:
+ Complete applications and service forms for all product lines, including Life Insurance, Health, Annuities (LHA), Mutual Funds (MF), Financial Planning, and Brokerage, ensuring they are in good order (IGO).
+ Research & ...
This role requires taking ownership of issues, collaborating with departments to resolve errors, and clearly communicating product-specific information to FAs, support staff, and other stakeholders.
+ DUTIES & RESPONSIBILITIES:
+ Complete applications and service forms for all product lines, including Life Insurance, Health, Annuities (LHA), Mutual Funds (MF), Financial Planning, and Brokerage, ensuring they are in good order (IGO).
+ Research & ...