Remote Business Acceptance Consultant

Location: Nationwide

Compensation: Salary

Staff Reviewed: Tue, Sep 14, 2021

This job expires in: 17 days

Job Category: Healthcare

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Some College

Job Summary

A mutual life insurance company is in need of a Remote Business Acceptance Consultant.

Core Responsibilities of this position include:

  • Conducting back-office review and firm-acceptance of new and existing submissions
  • Reviewing trading activity of registered representatives through supervisory control procedures
  • Implementing and managing of operational and supervisory procedures for the firm

Applicants must meet the following qualifications:

  • FINRA Series 7 & 24 required at time of application
  • 3+ years MMLIS experience and / or 5+ years' experience conducting suitability reviews within the brokerage/advisory space
  • Superior customer service skills
  • Excellent interpersonal skills; team player, self-motivated; patient demeanor; approachable style
  • High aptitude for effective problem resolution
  • Ability to work in a fast paced, ever changing environment

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