Top Tech Jobs & Startup Jobs

Support FP&A activities including monthly financial models, variance analysis, budgeting, forecasting, KPI reporting, financial modeling, process improvements, and cross-functional financial support to business leaders.

Maintain and update contracting data in the company CRM, process data entry and imports, coordinate with carriers and internal teams to validate contract and payee records, follow workflows, and suggest process improvements.

Lead execution of marketing and communications initiatives, managing a creative team (design, video, social) to deliver on-brand content across social, email, events, and corporate platforms; oversee production workflows, campaign delivery, analytics reporting, and field/event support to drive agent engagement and recruitment.

Support agent onboarding, licensing, and contracting for life, health, and annuity carriers. Process and track contracts, verify licenses, maintain records and SOPs, assist with system setup and training, enter and reconcile production data, ensure compliance with state DOI and carrier requirements, respond to agent inquiries, and prepare licensing and contracting reports.

Recruit and engage insurance agents, assist with contract processing and onboarding, support agents to grow business, and perform detailed data entry and administrative tasks. Collaborate with internal teams, maintain strong communication, and continually learn sales and recruitment strategies.

Analyze and validate carrier commission reports, prepare and process commission statements, upload reports to databases, identify and escalate transaction errors, coordinate pay audits, and support the Commission Director and Retention Manager.

Onsite front-desk and administrative role providing reception, phone screening, scheduling, office management, mail and supply handling, data entry and CRM reporting, light accounting, and administrative support for the agency director and events. Requires use of Microsoft Office, Teams, RingCentral, and Excel.

Support the Social Media Manager by filming and uploading phone-shot photos/videos from events and travels, drafting and scheduling posts across major platforms, repurposing long-form content into short clips, performing light video/photo edits, ensuring brand alignment, tracking basic metrics, and generating content ideas while attending events as needed.

Senior individual contributor owning product vision and multi-year strategy for the Life Insurance line. Drives market research, carrier technology partnerships, integration priorities, and cross-functional influence to align roadmaps, GTM, and sales enablement for term, whole, universal life, IUL, and annuity products.

Lead FP&A for the Wealth business, managing forecasting, budgeting, variance analysis, financial models and reporting. Mentor FP&A staff, partner with business leaders and cross-functional teams, and drive process improvements and system optimizations to support strategic decision-making.