Job Description

MYFEDRETIREMENTWERKS is a rapidly growing financial services group focusing on the governmental markets. Our expertise is working with the employees (federal/postal employees) to optimize their retirement and lifetime income options.

WE HAVE EXPANDED YET AGAIN AND NEED SOMEONE WHO CAN BE OUR DEDICATED DATA MANAGEMENT & BUSINESS PROCESSING ASSISTANT.

** Please read this job description below BEFORE you actually apply. This is NOT a front desk role:

We are seeking a reliable, professional individual to assist in some specific office duties: including processing incoming business from our agent field force - applications for financial services products and insurance, as well as being an administrative support member for our staff (data management).

Someone with experience in an insurance or financial services office preferred, but definitely not required. This role also involves a small amount of agent and vendor communications (heavy email communications and making calls to some of our existing agents and vendors, assisting with the gathering and completion of needed information and documents, etc.) So, a great personality is essential.

This is a primarily a processing role with business and applications that come in from our field force, who sell life insurance and annuity products. Strong working knowledge of Microsoft Office Suite and data entry skills is key.

MUST BE TECHNICALLY SAVVY.

This position requires attention to detail, good organizational skills, a professional appearance, great customer service skills, and solid computer & technical abilities. The ability to quickly navigate through websites and correctly input and scan data into our back office system is critical.

THIS IS A FULL TIME LONG TERM OFFICE ROLE, WITH WORKING HOURS OF 8-5 MONDAY THROUGH FRIDAY.

We have an attractive office space located off of 635 in North Dallas with a kitchen, complimentary snacks, water and coffee for our team!

Starting pay averages around $38,000, and once you prove your value to us, there are opportunities to increase this. This is a long term position and is NOT temp.

PLEASE SUBMIT YOUR RESUME' AND ANSWER THE SURVEY QUESTIONS FOR CONSIDERATION. PLEASE NOTE: WE DO NOT OFFER BENEFITS OR HEALTH INSURANCE, BUT WE PAY WELL SO YOU CAN PURCHASE YOUR OWN IF NEEDED.

Check us out online at HTTP://MYFEDRETIREMENTWERKS.COM

Company Description

MyLifeWerks services the K-12 educational market. We provide financial education, retirement planning and insurance to educators and staff. We believe that financial guidance is more than just selling products; it is, by definition, the pursuit of a total understanding of each client's financial goals, family goals and issues, as well as their current tax and estate picture. It is not until you fully understand each client, that a plan can be created and implemented to achieve a client's long-term life goals.