Job Description

Position at Futurity First Insurance Group

ABOUT US

Futurity First Insurance Group is part of the Alliant family of companies. Futurity First is a nationwide network of agents and advisors specializing in the financial security and retirement needs of seniors, pre-retirees, families, and businesses. Launched in January 2008, our mission is to provide our customers with the professional services of a community-based agent, a solution-based process to address their specific needs, and a choice of top-quality products from some of the leading insurance companies in the life and health insurance industry.

Futurity First and Alliant have a shared commitment to leading the industry through entrepreneurialism, innovation, and teamwork. When you join the Futurity First team, you become part of a premier insurance marketing organization (IMO).

THE COMPANIES WE REPRESENT We partner with well-respected leaders in the insurance and financial services industry, to offer "best-in-class" products and services from over 60 industry leading carriers. These companies include Prudential, Lincoln Financial, John Hancock, Mutual of Omaha, American Equity, UnitedHealthcare, and many other carriers. Each carrier in our portfolio has been selected after a thorough review process. All carriers are actively managed and reviewed to make certain they maintain their financial strength and ratings and maintain the compensation, service and support that our advisors expect.

OVERVIEW:

This position reports directly to the General Manager of a Futurity First branch office. The Office Administrator is responsible for handling various high-level operational and administrative functions necessary for the effective operation of the branch office including the ability to provide leadership and hands-on support in the areas of new business processing, branch office administration, compliance, IT support, and personnel administration. This position is the primary point of contact for clients and business partners of the Futurity First Branch Office, as well as the lead branch office contact for all Futurity First Operations, Compliance, and Human Resources functions. 

RESPONSIBILITIES:

Operations

• Oversee insurance and annuity business processing

Personnel Administration

• Support General Manager in the advisor recruiting process
• Ensure all appropriate appointment paperwork is completed in good order and submitted to Contracting
• Manage the tracking of all advisors recruiting activity from initial contact through the onboarding process
• Schedule interview appointments and monitor recruits’ participation in preparatory on-line courses
• Manage all new advisor documents as well as licensing and carrier specific appointment paperwork
• Notify Onboarding Specialist, via the Advisor Information Management (AIM) form, in a timely manner of any advisor changes, including branch hierarchy reporting relationships, contract terminations, status changes, etc.
• Train advisors on New Business procedures and processes
• Communicate with Home Office as required to seek advice, support, and coaching

_On Boarding     _

• Verify access and become skilled on all Futurity First on-line business tools
• Become familiar with all contracted vendor services.  Obtain home office approval prior to retaining services of a non-approved service provider (purchases of goods or services)
• Monitor office expense activity against branch budget
• Oversee transition between temp and perm branch locations 
• Maintain current inventory of all carrier and Futurity First branded collateral needed by the advisors

Compliance

• Deliver compliance orientation training and support branch office compliance audits and/or reviews
• As appropriate, conduct preliminary review of branch office/advisor advertisements and promotional literature
• Maintain files and records that may contain confidential information
• Ensure maintenance and accuracy of compliance records
• Support  advisor recruiting, development, training, supervising and performance-coaching
• Management and oversight of all day-to-day branch operations

QUALIFICATIONS:

• 2+ years of administrative experience in a sales or recruiting environment
• Knowledge and understanding of insurance sales/distribution organizations
• Experience as an office administrator in a life & health insurance agency or brokerage office preferred
• College degree and/or Industry Designations preferred but not required

Normal office conditions.

Futurity First is an equal opportunity employer.

Futurity First participates in the E-Verify System.

Company Description

Futurity First is a nationwide network of advisors and agents specializing in the financial security and retirement needs of seniors, pre-retirees, families and businesses. Our unique business model offers the flexibility to meet the needs of all types of advisors, at every stage of their career. With access to our broker-dealer, Securities of America, and top insurance carriers, Futurity First advisors are able to provide independent planning strategies and recommendations to their clients. With an unparalleled choice of product and investment solutions, all backed by experts in marketing, training and comprehensive back-office support, Futurity First gives advisors the support they need to succeed. If you are interested in taking your career to the next level, then you owe it to yourself to check out Futurity First. Whether you're an advisor, agent, or manager, I invite you to explore an opportunity with the Don Lilly Agency. Our regional agency is responsible for the Mid- Atlantic region of Futurity First. When it comes to training, support, products, and business environment, I don't think you'll find a better place anywhere. Visit www.meetfuturity.com/midatlantic to learn more.