- Raymond James Financial, Inc. (Troy, MI)
- …order applications to insurance carriers + Send follow up notices to financial advisors/agents until processing requirements are completed + Review and respond to ... various requests from financial advisors + Respond to requests from insurance companies...life insurance, long-term care, and/or disability income products or financial services industry or customer service. + OR ~… more
- Raymond James Financial, Inc. (Troy, MI)
- …assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Insurance and financial services operations. + Branch workflows and advisor transition processes. + ... equivalent required. + Associate's degree preferred. + 2-3 years of experience in financial services or insurance operations. + OR: + An Equivalent combination of… more
- Raymond James Financial, Inc. (Troy, MI)
- …+ 1-2 years of administrative or customer service experience, ideally in financial services. + OR: + An Equivalent combination of experience, education, and/or ... training approved by Human Resources **Licenses/Certifications** + Insurance license (2-14) preferred but not required. more
- Raymond James Financial, Inc. (Troy, MI)
- …Responsibilities** + Partner with senior Consultants to grow insurance sales. + Engage financial advisors via phone and email to promote solutions. + Assist with ... channels. + Internal sales processes and CRM tools. + Financial advisor workflows and client needs. **Skill in** +...+ Associate's degree or 1-3 years of experience in financial services or insurance sales support. + Equivalent combinations… more
- Raymond James Financial, Inc. (Troy, MI)
- …ensure timely completion + Process issued life insurance policies for mailing to financial advisors/agents + Send follow up notices to financial advisors/agents ... areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service. + OR ~ + Any equivalent… more
- Raymond James Financial, Inc. (Troy, MI)
- …classifications based on a comprehensive evaluation of applicants' health, financial background, occupation, travel, and lifestyle. **Key Responsibilities** + **Risk ... Analyze applicant data from various sources including MIB, medical records, financial documents, and motor vehicle reports. + **Stakeholder Communication** +… more
- Raymond James Financial, Inc. (Troy, MI)
- …underwriting process for life insurance applications submitted by financial advisors/agents. Specialist is responsible for coordinating requirements gathering ... on behalf of the insurance company, communicating with underwriter and financial advisor/agent as necessary throughout the process. Identifying issues and working to… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, ... organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is… more
- Raymond James Financial, Inc. (Rochester Hills, MI)
- …(KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. Communicate the ... local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals. Develop and propose own performance objectives; take appropriate… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. * With a high level of organization and ... accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. * Opens new client accounts and… more