What are the responsibilities and job description for the Jr. Financial Support Specialist position at Financial Independence Group, LLC?
Job Description
Job Description
WHO WE ARE :
Financial Independence Group (FIG) is one of the nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO) in the country, partnering with thousands of financial professionals in all 50 states.
We believe that / in :
Unique perspectives drive optimal solutions.
Mastery begins with humility.
Coaching is endless and growth has no limits.
Perpetual excellence.
Interested in learning more? Click here to find out what it’s like to work at FIG.
OVERVIEW :
Our commissions team members work in a high-energy, fast-paced environment providing efficient, accurate and detailed support to our wholesalers, agents, carriers, and other partners. We have an inherent drive for perpetual excellence and find strength in learning and growing together. The Jr. Financial Support team member plays a vital role in ensuring accurate and timely payments of commissions. This position requires a highly organized and detail-oriented individual with excellent communication and problem-solving skills. The ideal candidate will be responsible for providing day-to-day operational support related to commission calculations, payments, and inquiries.
YOUR ROLE :
Respond promptly and professionally to inquiries from agents and other partners regarding commission payments, discrepancies, and other commission-related questions.
Provide clear and concise explanations of commission plans, eligibility requirements, and payment procedures.
Guide agents through the commission payment process and resolve any issues that may arise.
Investigate and resolve discrepancies in data, commissions calculations, and payments.
Identify and troubleshoot issues related to the commission systems and processes.
Maintain carrier commission schedules and other commission specific resources.
Audit and track down missing override commissions through our policy reconciliation process.
Direct point of contact for our third-party commissions loading team.
Protect operations by keeping financial information confidential.
Develop, maintain and distribute ad-hoc reports.
Support the team as needed during high volume periods.
WHY YOU ARE THE RIGHT PERSON :
Positive, go-getter attitude
Outcome-driven problem solver
Fosters and builds relationships internally and externally
Ability to learn and grown within our customer relationship management tool
Strong analytical and problem-solving skills with excellent attention to detail and accuracy
Excel in a team-driven environment by being a true culture advocate
Ability to work independently and as part of a team.
Have a passion for finance and operations
Knowledge of Microsoft Office with an emphasis on excel
Excellent communication and interpersonal skills, both written and verbal.
Keep a pulse on the job market with advanced job matching technology.
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