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The Data Services Manager leads data conversion and payroll teams, ensuring accurate and compliant data intake for Defined Contribution plans while driving efficiency and operational excellence.

As a Financial Advisor, you will guide clients in retirement and financial planning, utilizing company tools and marketing support to grow your business.

Conduct inbound life insurance consultations over the phone, perform suitability analyses, match customers with term and permanent products, meet monthly production goals, maintain compliance, and complete company-paid licensing and training.

The Actuarial Associate will focus on pricing and product development by leveraging analytical skills, maintaining actuarial models, and ensuring compliance with regulations, while collaborating with a diverse team to deliver solutions.

Provide comprehensive support in the management of litigation, employment, and investigation matters, including document production and administrative tasks.

As a Financial Advisor, you'll meet with clients to plan their financial futures, utilizing provided technology and marketing support.

As a Financial Advisor, meet clients to assist with their financial planning needs while utilizing company resources to expand your business.

The Implementation Consultant will lead onboarding and implementation tasks, facilitate meetings, communicate project plans, and resolve issues to ensure smooth transitions for new plans.

Provide personalized retirement and financial planning to clients, use company tools and marketing to grow business, collaborate with district leadership, and maintain required licenses and compliance with pay-to-play rules.

The Internal Wholesaler educates financial advisors about annuity products, develops and maintains business relationships, and supports sales efforts through proactive communication.