Financial Service Representative

Overland Park, KS

Posted: 07/13/2022 Industry: Administrative Job Number: EB-19650078271 Pay Rate: $50,000.00

Job Description

Financial Service Representative

One of our largest, and most prestigious clients is seeking a gifted Financial Service Representative with a proven record of top achievement in the Mutual Life Insurance field. In this pivotal role, your personal dedication, desire to learn, and determination to provide excellent service is key. Influencing the continuing, positive, growth of our business, and consistently delivering excellent service to our clients exemplifies our carefully-curated entrepreneurial environment, stimulating personal career growth.

  • Executes intricate life insurance product analysis, including policy management, investment reporting and sensitive customer-concerns resolution
  • Proactively ascertains risks and proposes mitigations/solutions
  • Apply mathematical and financial expertise to complex business case scenarios
  • Prepares precise and timely reporting; reconciles daily transaction activities
  • Administers policy transaction requests, fund transfers, premium payments, and contract revisions
  • Accurately verifies policy values i.E.; cash value, guideline, 7-pay, COI's, target & excess premiums
  • Promotes and suggests business improvement initiatives

  • Excellent critical thinking skills and attention to detail
  • Strong computer skills; proficient knowledge of Microsoft Word, Excel, and Access
  • Outstanding written and oral communication skills
  • Astute and creative thinking proficiency
  • Self-motivated - prioritizes and multi-tasks without supervision
  • Insurance or financial industry work experience strongly preferred

  • Bachelor’ s degree or at least 1 year equivalent related experience
  • Willingness to obtain FINRA Series 6

Morgan Hunter has served Kansas City-area employers to help them meet a range of hiring needs, from temporary staffing to direct-hire placements. We’ re more than just a recruiting firm— we’ re a partner and a performer, leveraging our relationships and expertise to match companies with sought after talent. Thoughtful and thorough in our approach, we're also responsive and efficient, creating an enjoyable experience — because everyone deserves to find the right fit.

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