Operations Advisor II

Operations Advisor II

Kingdom First Financial Services, LLC

East Hanover, NJ

About Kingdom First Financial Services

Tristate Financial is an independently owned affiliate of Family First Life. As one of FFL’s largest marketing partners, FFL Tri-State offers extensive service in life insurance, final expense, mortgage protection and annuity markets. FFL Tri-State is based in East Hanover, New Jersey.

Kingdom First Financial Services is a proud member of the Integrity Family of Companies.

Job Summary

As Operations Advisor you will utilize research analysis and data modeling to improve the operational efficiency of the organization. Your responsibilities are to interpret data and review current practices to forecast and resolve operational issues, and you may also manage the implementation of new policies. As Operations Advisor, you will work to achieve efficiency and standardization through policies and procedures governing overall operations and guidelines to be cascaded down to operational units.

Primary Responsibilities:

• Increase operational and business capabilities through optimum use of technology, standardization, and innovations.

• Working with business development to ensure systems tied to agent conversion ratios.

• Accounting and financial functions of the business

• Purchases, invoices, AP, receipt filing and uploading to concur

• Working with Vendors and getting invoices paid through Coupa

• Maintain innovative work systems and management of agency client workflow.

• Conduct daily technical audits to understand when internal resources need to be optimized versus pared down.

• Management of the internal CRM including implementation and flow of strategic business strategy campaigns geared towards prospective hires and agent development.

• Assist in maintaining reports necessary for Operations’ review specific to hiring conversions.

• Identify and suggest new initiatives or enhancements to improve business processes.

• Accountable for intentional planning and allocation of business resources.

• Develop operational policies and procedures to improve quality, profitability, and productivity.

• Facilitator of agent training podcasts, reels, and guest speakers for agent personal branding opportunities.

• Manage sales conferences, sales meetings, and large agency events.

• Agent interfacing for purposes of facilitating office visits.

• Management of vendor relationships essential for office operations.

• Work independently on projects, ad hoc and departmental initiatives.

Primary Skills & Requirements:

• Strong project management and communication skills.

• Ability to articulate information to both internal and external clients in a manner that is clearly and easily understood.

• Knowledge of business operations and strategic planning.

• Experience in project management and implementing best industry practices.

• Ability to identify future business opportunities.

• Ability to advise on labor, vendor, and supplier procurement agreements.

• Competence with integrated electronic strategic management systems.

• Strong interpersonal skills toward efficiently communicating new business processes and procedures

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.