Bachelor's degree; OR 4 years of relevant education and/or experience.
6 years of experience in financial services operations to include process improvement.
2 years of direct team lead, supervisory or management experience required.
Experience implementing and managing business process improvements.
Extensive sales experience in the Health, Life, or Retirement industry.
Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income.
Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services).
Ability to complete AHIP (America's Health Insurance Plans) and Strategic Partner carrier certifications.