Do you want a tremendous opportunity in a fast growing, high energy company? The Impact Partnership, LLC is a leading distributor of Annuities and Life Insurance products. We are an advisor development company with an in-house New York-style advertising agency, ten radio studios and a full-scale, state of the art television studio. We are a growing team of great people looking for a high energy, positive, motivated, hardworking, and career-oriented professional. If you have a great attitude, want to engage your competitive spirit and be coached by the best, apply to talk to us today.
In this role, you will be responsible for follow up on pending annuity applications. You will update policy records in our CRM and provide updates to advisors as required by process, customer service, etc. You will maintain email workflow queues as tasked, assuring the work items are properly disseminated. You may also be asked to serve as a backup to Case Managers during PTO or as volume requires.