Job#: 2054399
Job Description:
** If you are interested in applying for this role, please email your resume to Maddie Watt at [email protected] **
Job Title: Life Insurance Agent Business Analyst
Location:San Antonio, TX - on site
Client Type: Financial Services
Contract Duration: 6 months (potential to extend)
Rate: up to $22/hr.
Description:
Analyzes non-IT business problems and articulates requirements to support process improvement opportunities. Creates framework for assessing financial payback. Identifies alternative solutions and makes recommendations. Prepares documentation of current and desired state. Develops requirements and builds a common understanding between process owners and solution developers. Role demands ability to assess process performance, strong written and verbal communication skills, and experience in preparing ROI statements for proposed investments.
Day to Day
Conducts suitability reviews of insurance products including life, health, and annuity recommendations and transactions within agreed-upon SLOs and with a high degree of efficiency and effectiveness.
Job Duties
- Strong attention to detail.
- Task oriented.
- Ability to review/listen to sales calls for compliance.
- Conducts suitability reviews of insurance products including life, health, and annuity recommendations and transactions within agreed-upon SLOs and with a high degree of efficiency and effectiveness.
- Knowledge of suitability reviews/recommendations.
- Knowledge of regulatory requirements (NAIC, State, and/or FINRA).
- Effectively communicates findings to management for appropriate action/resolution.
- Experience as a life insurance agent and/or FINRA registered representative. (preferred)
- Relevant FINRA or Life/Health licensing required based on the specific discipline being performed. (preferred)
- Reviews regulatory rules and opportunities, critically think, and draw reasonable conclusions based primarily on regulatory requirements.
- Technical skills to pull reports and analyze trends. (preferred)
EEO Employer
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. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. 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 Employee Services Department at [email protected] or 844-463-6178.
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join 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 ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.
