Financial Independence Group
Join to apply for the
Institutional Sales Associate
role at
Financial Independence Group
3 days ago Be among the first 25 applicants
Who We Are Financial Independence Group (FIG) is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO), supplying products and services to financial professionals in all 50 states.
We value
The highest ethical standards
Commitment to excellence
Respect for individuals
Investment in people and processes
Accountability
Your Role The
Institutional Sales Associate
provides critical operational and administrative support for FIG’s Institutional Sales team. This role serves as a key liaison between the Sales and Operations/Contracting teams, helping to ensure accuracy, efficiency, and strong communication across annuity and life business.
This position plays an important role in supporting new business and inforce processing, assisting agents and internal partners, and helping ensure a smooth, consistent experience for all parties.
How You Will Make An Impact Sales & Operations Support
Serve as a liaison between Sales and Operations/Contracting teams (Annuity & Life).
Answer and assist with operational questions related to new business and inforce processing.
Support The Standard new business and inforce processing workflows.
Assist with book-of-business maintenance and agent changes.
Provide backup support to Sales Associate - Onboarding and related tasks as needed.
Systems & Process Support
Assist with e-application software questions and training.
Maintain accurate data entry and documentation within FIG systems.
Learn and effectively use FIG platforms, tools, and processes.
Additional Support
Assist the institutional sales team and FIG with other duties as assigned.
Why You Are The Right Person Qualifications
Bachelor’s degree or equivalent work experience
Comfort with data entry, systems, and learning new software platforms
Skills & Intangibles That Matter Most
Eager to learn, open-minded, and receptive to coaching and feedback
Hardworking, dependable, and willing to take initiative
Self-starter who asks questions and seeks to understand the “why”
Strong multitasker who can manage details while keeping priorities organized
Curious “sponge” who absorbs information quickly and applies it thoughtfully
Proactive problem solver with a positive, solutions-oriented attitude
#J-18808-Ljbffr
Institutional Sales Associate
role at
Financial Independence Group
3 days ago Be among the first 25 applicants
Who We Are Financial Independence Group (FIG) is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO), supplying products and services to financial professionals in all 50 states.
We value
The highest ethical standards
Commitment to excellence
Respect for individuals
Investment in people and processes
Accountability
Your Role The
Institutional Sales Associate
provides critical operational and administrative support for FIG’s Institutional Sales team. This role serves as a key liaison between the Sales and Operations/Contracting teams, helping to ensure accuracy, efficiency, and strong communication across annuity and life business.
This position plays an important role in supporting new business and inforce processing, assisting agents and internal partners, and helping ensure a smooth, consistent experience for all parties.
How You Will Make An Impact Sales & Operations Support
Serve as a liaison between Sales and Operations/Contracting teams (Annuity & Life).
Answer and assist with operational questions related to new business and inforce processing.
Support The Standard new business and inforce processing workflows.
Assist with book-of-business maintenance and agent changes.
Provide backup support to Sales Associate - Onboarding and related tasks as needed.
Systems & Process Support
Assist with e-application software questions and training.
Maintain accurate data entry and documentation within FIG systems.
Learn and effectively use FIG platforms, tools, and processes.
Additional Support
Assist the institutional sales team and FIG with other duties as assigned.
Why You Are The Right Person Qualifications
Bachelor’s degree or equivalent work experience
Comfort with data entry, systems, and learning new software platforms
Skills & Intangibles That Matter Most
Eager to learn, open-minded, and receptive to coaching and feedback
Hardworking, dependable, and willing to take initiative
Self-starter who asks questions and seeks to understand the “why”
Strong multitasker who can manage details while keeping priorities organized
Curious “sponge” who absorbs information quickly and applies it thoughtfully
Proactive problem solver with a positive, solutions-oriented attitude
#J-18808-Ljbffr