Position: Commissions analyst (Financial Analyst)

Location: Operating Area

Dallas, TX 75201

Position Responsibilities:

• Commissions preparation and processing

• Meet processing deadlines with accuracy

• Commission Discrepancy Resolution

• Field and answer questions relating to commission payments

• Maintain payout grids

• Licensing and Contracting Research

• Liaison between advisors, relationship managers, and other team members.

• Research and understand the commission structure and processes for multiple insurance carriers and products

• Document and communicating carrier commission processes to team members and agents

• Gather and reviewing monthly commission statements for multiple insurance carriers

• Resolve agent commission discrepancies and urgent commission needs

Position Requirements:

• Bachelor's degree (Preferably: Finance/Business Administration/Mathematics/Accounting)

• 2 to 4 years of Life Insurance or Financial Services Experience

• Excellent interpersonal, written, and oral communication skills

• Must have excellent time-management and organizational skills

• Must be proficient with Microsoft Office including Excel

• Must be able to multi-task, possess quick-thinking abilities and excellent attention to detail