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Process a variety of fund disbursement transactions (loans, distributions, withdrawals, claim payouts), maintain quality and compliance with product, plan and IRS rules, communicate with internal teams and participants/advisors, support death/claims notice process, resolve escalations, and work remotely/hybrid while contributing to controls and continuous improvement.

Process and review various disbursement transactions (loans, distributions, withdrawals, claim payouts), maintain quality and compliance with IRS and product rules, communicate with advisors/participants, resolve escalations, support notice-of-death claims, work on special projects, and operate within a control-oriented team environment.

Lead life underwriting for complex individual life insurance applications, assessing medical and financial risk, managing large caseloads, making final approval decisions within authority, supporting broker distribution and sales, training stakeholders, and ensuring excellent customer experience while protecting mortality results.

Provide personalized retirement and financial planning to existing and prospective clients, using company-provided tools and marketing support to grow business. Collaborate with district leadership, maintain required licenses, and leverage company resources, technology, and training to build a client base and meet sales goals.

Provide personalized retirement and financial planning to existing and prospective clients, use company-provided CRM and planning tools, leverage marketing support to grow business, collaborate with district leadership, and manage a flexible, remote schedule. Role may require up to 25% travel and adherence to pay-to-play regulations.

Provide personalized retirement and financial planning to existing and prospective clients. Use company-provided CRM and planning tools, market services via mail and email campaigns, collaborate with district leadership, maintain required FINRA and state insurance licenses, and meet sales targets while ensuring regulatory compliance.

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

Provide personalized retirement and financial planning to clients, use company-provided CRM and planning tools, leverage marketing support to grow business, collaborate with district leadership, maintain required licenses and compliance, and travel occasionally to meet clients.

Support new product and feature launches and validate in-force annuity systems (Variable, Index, Fixed, RILA). Build and maintain actuarial validation tools, prepare validation documentation, troubleshoot model/audit errors, produce policy quotes/reports, and collaborate with Operations, IT, Marketing, Product Development and Pricing to communicate findings and recommendations.

The Internal Wholesaler partners with Regional Vice Presidents to drive new business by managing distribution relationships and facilitating regional sales through marketing and training initiatives.