Perform analysis, due diligence, implementation management, and ongoing monitoring of product offerings through World Financial Group (US and Canada) or Transamerica Financial Advisors.
Requirements
- Review products for approval to sell on WFG/TFA company platforms
- Perform initial intake, data collection, product analysis, and alignment with existing offerings of like products on the shelf
- Maintain detailed competitive intelligence data to proactively ensure company product offerings are competitive and priced appropriately for the marketplace
- Collaborate with Marketing, IT, Operations, and Supervision to ensure published product information is accurate and kept up to date for use by leadership and field professionals
- Perform ongoing monitoring and prepare periodic reports of carriers to make sound business decisions and to satisfy governance and regulatory reporting requirements
- Develop and maintain in-depth knowledge of available products to answer inquiries from staff and external parties
- Assist in the training of supervisory staff on the nuance of the products and any complexities
- Create reports (e.g. product comparison, market share, competitive intelligence, etc.)
Benefits
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off
- Ten (10) paid holidays per year
- Be Well Company holistic wellness program
- Parental Leave
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
