Remote Business Advisor

Job Summary

A financial services and insurance agency is in need of a Remote Business Advisor.

Core Responsibilities Include:

• Ensuring risks associated with business activities are optimally identified, measured, supervised, and controlled
• Seeing opportunities and providing mentorship on procedure and process improvement and/or implements business solutions to meet business needs.
• Following written risk and compliance policies and procedures for business activities

Qualifications Include:

• Bachelor's Degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree
• 2 years of project management or business planning experience
• Developing knowledge of relevant industry technology applications such as Salesforce, SharePoint, Portal, CRM, CBS, Fiserve, KDIM, Fidelity, Metric Stream or other industry related applications