Retirement Income (Annuities) Support

Job Description

Our Team is growing, and we need you!

Come be a part of this disruption in the financial services marketplace!

By joining the Level Four family of companies, you’ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.

We offer:

Casual Work Environment

Generous Paid Time Off

Flexible Work Schedule

Great Benefits

And More…

Come take your career path to the next level!

The Retirement Income Support will be a member of the Retirement Income team, supporting the general day-to- day operations with a focus on new account opening processes and procedures of Level Four Insurance. This individual will be working in the corporate home office, reporting to the Director of Retirement Income; but will be indirectly supporting 150+ Wealth Advisors across the country. This position is a critical connection point in the relationships between the Advisors and the home office staff.

Meticulous attention to detail with excellent organizational and follow-up skills

Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in verbal and written interactions

Possesses critical thinking, analytical and problem-solving skills

Reliable and Accountable; follows through on commitments start-to-finish

Has strong time-management skills; able to prioritize tasks

Can take direction but is also a self-starter and motivated

Enjoys working in a fast-paced, team-oriented environment

The ability to maintain accuracy and focus when working with large amounts of data

Focuses on finding win/win solutions when resolving conflicts or refining processes all while operating within the stated department and firm policies and procedures

Required education, skills, licenses, attributes:

1+ years of experience in Broker/Dealer/RIA industry or back office support

Proficient in Microsoft Office Suite

Strong professional communication (written and verbal) skills

Bachelor’s degree or relative experience

Exceptional Attention to detail

Strong organizational skills and be able to take initiative

Preferred:

Prior experience opening client investment accounts in a wealth management office

Current or prior Series 7, 66, 63 and/or 65 registrations

Knowledge of variable annuities

Salesforce

Orion

Raymond James BranchNet/ClientWorks

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