Professional - Research Analyst

Job Title: Research Analyst
Job Location: Remote

Job Duration: months + Possible temp to perm,

Hours: AM - PM

Job Description:

General Purpose: To accurately process all requests for new Agreements or Amendments to selling agreements based upon the established workflows and processes and within our established service delivery timeframes.

Job Competencies or Expectations: Communication Dependability Job Knowledge Productivity Quality Resiliency Critical ThinkingResponsibilities: Responsible for supporting client's retirement and insurance product distribution channels through the coordination of Selling Agreements with new firms who will sell and/or wholesale client's insurance products Coordinates and acts as a liaison with appropriate internal departments, client key account managers and/or Relationship Manager, licensing, third party administrators, and other outside firms on all selling arrangements Coordinates due diligence process involving broker-dealers and corresponds with Compliance to identify issues for resolution; monitors spreadsheet Prepares, distributes, and processes selling agreements and amendments thereof, accurately and within established timeframes Reviews agreements for proper execution and countersignature, consulting with Manager regarding any selling agreement modification requests Maintains and tracks information in internal selling agreement databases; is able to produce a variety of reports from databases as needed for department management information Ensures accuracy and completeness of selling agreement database and Selling Agreement electronic and hardcopy files Handles routine and moderately complex questions independently, utilizing appropriate SAU database and PS systems, etc... Confirms appropriate approvals and data from distribution channels have been received prior to setting up new selling agreement Follows established workflows and processes, including but not limited to coordinating and tracking through AWD required source information within established timeframes Proactively provides extra relationship support to our internal and external business partners through prioritization of issues and active communication Keeps current and up-to-date on department procedures, systems and guidelines; must maintain knowledge of all marketing channels, workflows, products and functions; educates internal and external customers when appropriate Understands how the role fits into the general business workflow, and the subsequent effects within Client departments and on external partners Additional duties as assigned

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