So you think diversified financial services is up your alley? Sweet.

We work hard, but we promise we’re pretty fun too. Well, minus that one guy, but you know … there’s always one. JK!

Check out our openings and apply if one aligns with what you’re looking for.

So you think diversified financial services is up your alley? Sweet.

We work hard, but we promise we’re pretty fun too. Well, minus that one guy, but you know … there’s always one. JK!

Check out our openings and apply if one aligns with what you’re looking for.

Openings

There are currently no openings

Department: Strategic Marketing and Communications
Reports to: Director of Software Development
Status: Full-Time, Exempt

Position Summary:
The Web Developer position develops and maintains websites, landing pages and other web vehicles. This position is utilized for web and interactive media knowledge and will be expected to provide expertise as it relates to those areas. Working alongside a team of copywriters, designers and project managers, the Web Developer is an integral part of the growing, fast-paced and energized Strategic Marketing and Communications team.

Duties and Responsibilities include, but are not limited to:
• Implementing website updates/changes and creating website layout/user interfaces by using standard HTML/CSS practices.
• Customizing page layouts and templates into fresh, customized websites.
• Collaborating closely with designers, copywriters, and account management to complete new and existing website requests.
• Troubleshooting content issues.
• Minor application feature development.
• Assist stakeholders in developing feature specifications.
• Troubleshoot layout and content issues and determine resolutions.
• Suggest improvements, SEO needs, best practices, etc.
• Collaborate with internal teammates and clients on marketing and creative objectives.
Critical Skills Sought: • Experience with HTML, CSS, and JavaScript. • Experience with popular Web CMS platforms such as WordPress, Weebly or Duda. • Experience with Responsive design and Google web design best practices.
• Strong understanding of branding and the creative process.
• Strong understanding of page layout and design best practices.
• Ability to manage project tasks, timelines, and communication.
• Self-educator that stays on top of the industry trends.
• Basic knowledge of lead generation strategies, API integrations and Google Tag Manager.

Background/Experience:

• 1+ years’ experience in demand generation/inbound marketing and Digital Media Marketing. • Associates degree or Equivalent Experience in technical or related field.
• A solid understanding of web application development processes.
• Base level of understanding about the financial and insurance industry. • Experience in LeadPages, HubSpot, Infusionsoft, Zapier, or Weebly a plus.
• Demonstrated ability to execute successful projects with minimal guidance in a fast-paced entrepreneurial environment.

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of how each task is to be performed. Employees may receive other job related instructions and be required to perform other job related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

Position Summary:
The Life Case Manager works with the Life Sales Relationship Manager (LSRM) to assist in establishing, expanding and maintaining their team(s) assigned producer group. This position acts as a liaison to external producers and internal teammates providing customer service, onboarding new producers and placing life insurance cases in-force in an efficient and timely manner.

Duties and Responsibilities:

Responsible for performing all administrative and marketing assistant duties for the assigned LSRM including but not limited to:

  • Utilize Agency Integrator software to track producers, cases and other pertinent information in relation to life insurance production.
  • Ensure that premium amounts on applications and illustrations correct.
  • Set appropriate follow-upon pending life insurance cases.
  • Update all outstanding requirements and provide detailed notes regarding case status.
  • Continually work with LSRM on marketing strategies to facilitate increased life insurance production.
  • Maintain current information on Creative Life carriers, product lines and underwriting requirements.
  • Respond to inbound producer telephone calls requesting service, supplies, or information.
  • Work and maintain the “service queue” and respond to incoming agent inquiries from the “dedicated hunt group.”
  • Build and maintain positive relationships with the producers, carrier underwriters/case managers and internal teammates.
  • Continuously work with teammates to look for ways to expedite and improve processes and services.
  • Review application information, including medical history, to identify potential issues. If necessary, present alternative solutions to increase likelihood of case issue.
  • Monitor case progress, track down outstanding requirements and provide ongoing status updates.
  • Special projects, as needed

Qualifications:

  • Three + years’ experience in a customer service/case management role, preferably in the life insurance industry, with a medical or underwriting background. 
  • Excellent keyboarding skills and have relevant understanding of common software applications such as Microsoft Office Suite.

Critical Skills Sought:

  • Positive attitude, team oriented, and a consistent drive to provide excellent customer service.
  • Thrive in an environment of multi-tasking.
  • Great attention to detail.
  • Flexibility in working with a variety of personalities and backgrounds.
  • Excellent organization and time management.
  • Self-starter.
  • Strong written and verbal communication skills.
  • Team oriented individual that can work and learn independently in a fast-paced customer service environment.

Position Summary:
The Onboarding and Oversight Specialist is responsible for facilitating the contracting and licensing process of newly affiliated ChangePath advisers.  When not facilitating an adviser’s registration with the appropriate state jurisdictions, other responsibilities include assisting with the routine oversight of advisers’ business operations.

Duties and Responsibilities include, but are not limited to:

  • Oversee and implement contracting and licensing process of new advisers. 
  • Provide constant communication and support to advisers during registration process.
  • Assist with carrying out day-to-day compliance tasks. 
  • Assist with monitoring advisers’ work activities and other responsibilities.
  • Daily interaction with advisers, vendors, and teammates to excellent provide customer service.

Critical Skills Sought:

  • Willingness to learn and contribute to organizational growth.
  • Highly organized and communicative.
  • Enjoy meeting and engaging new advisers.
  • Strong phone skills and ability to teach processes.
  • Apply critical thinking, problem solving skills, and evaluate the level of sensitivity, risk, and confidentiality of the work being performed in order to see it through to a resolution.
  • Display a positive attitude and demonstrate excellent interpersonal skills.
  • Display patience and empathy both verbally and in writing when communicating with advisers.
  • Effectively communicate with cross functional team members within the department and across the organization both verbally and in writing.
  • Must be team-oriented, enjoy working with people, and be pro-active, flexible, and have the ability to work independently and accurately in a fast-paced environment.
  • Strong general administrative and telephone skills.

Qualifications:

  • 2+ years in an administrative, training, or sales support role of advisory or office environment preferred.
  • Experience with TD Ameritrade’s and Charles Schwab’s institutional platforms preferred.
  • Experience with DocuSign and LaserApp software preferred.
  • Bachelor’s degree preferred.

Application Form

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