Financial Services Analyst
Company: VirtualVocations
Location: Arlington
Posted on: September 20, 2024
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Job Description:
A company is looking for a Financial Services Analyst to provide
efficient service for internal and external customers while
managing investment plans.
Key Responsibilities:
Prepare materials to propose, sell, and establish new investment
plans
Review and approve requests for withdrawals, exchanges, and
contract cashouts
Communicate with customers and internal departments to ensure
service quality and compliance
Required Qualifications, Training, and Education:
High school diploma; undergraduate studies preferred
Four years of relevant work experience
Participation in technical coursework such as LOMA, CLU, or ChFC is
desirable
NASD Series 6 and/or 26 preferred, depending on assigned
product
Knowledge of insurance/financial services industry practices is
preferred
Keywords: VirtualVocations, Arlington , Financial Services Analyst, Accounting, Auditing , Arlington, Texas
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