Company: Premier Financial Alliance, Inc
Location: Suwanee, GA. Hybrid (3 days in-office, 2 days remote)
Salary Range: $45,000 - $47,000 (Total compensation including benefits: $55,260 - $60,410)
About Premier Financial Alliance: Premier Financial Alliance (PFA) is a leader in the financial services industry, focusing on protecting the dreams of Middle America with our innovative life insurance products. We are committed to disrupting the status quo in the financial services industry with our proprietary life insurance product that offers living benefits.
Role Overview: As an entry-level Agent Commission Associate, you will play a crucial role in supporting our mission of getting uninsured Americans covered efficiently. The Commissions team role is to expertly execute, and clarify the commission process for products sold by our independent 1099 field agents. You will help manage and be accountable for a portfolio of policies, reviewing all information associated with client applications and managing commission statements from various carriers for weekly agent payouts.
Essential Duties & Responsibilities:
To perform this position successfully, an individual must be computer savvy and able to perform the following duties:
- Develop knowledge of the automated commissions process and associated rules and guidelines, to ensure accuracy, timeliness,and completeness of all commission transactions.
- Generation of reporting on a consistent basis to keep Agent Commissions Manager apprised of new business activity and progress.
- Gain an understanding of how Agent Hierarchies and Annuity Grids work to better assist field agents.
- Ensure professionalism and proficiency in handling questions via email for all independent field agents.
- Process weekly agent commission statements for payment and upload for field agents into the PFA website.
Qualifications:
The requirements listed below are representative of the knowledge, skills, and/or abilities required:
- Excellent computer skills and speed to execute. Proficient in Math, Microsoft Excel and Google Suites.
- Ability to learn and work with multiple systems.
- Excellent oral and written communication skills.
- Ability to work with minimal direct supervision (after training period)
- Be a self-starter and work well with others in a team environment
- Strong organizational and decision-making skills.
- Demonstrated problem solving skills with the desire to think critically.
Benefits and Perks:
- HRA allowance covering up to $1,000 per month towards health insurance premiums and health expenses
- 401k plan with company match after 1 year.
- 14 days paid PTO plus holidays.
- Coffee, snacks, and drinks provided in the office.
- Company socials and fitness challenges.
Commitment to Work-Life Balance: PFA values the health and well-being of its employees. We offer a flexible hybrid work schedule, allowing you to balance in-office collaboration with the convenience of remote work after a minimum training period. At minimum, the first 90 days will be in-office.