Director Of Operations Jobs

Overall Function

Manage the business operations of Prime Point Financial's office to enhance productivity and profitability. The Workflow Manager anticipates the needs of the office, plans for its development with the employing representatives, recommends necessary changes and takes independent action in his/her areas of authority.

Wealth Management Advisor may only assign to their staff tasks or responsibilities for which the staff is qualified by license, registration, training and experience. It is the responsibility of the employing representative to ensure that staff are trained on new products, practices and procedures as appropriate. Staff cannot be assigned tasks or responsibilities beyond their qualifications as published on LINKnet.

Specific responsibilities include but are not limited to:

SUPPORT

·Oversee operational procedures for all aspects of a financial representative’s business including coordinating communication and workflow between representative and staff

·Maintain office and employee standards

·Facilitate the training of team members, directly or indirectly, in all aspects of their responsibilities

·Maintain adequate coverage through cross-training

·Maintain all necessary employee records and administer benefits

·Maintain job descriptions for each staff position

·Maintain employee handbook

·Coordinate all communications between staff and representatives

·Preparation prior to client/prospective client meetings, other than standard annual review

oReview file contents and case notes

oGather documents per need, file organization

oRun ledgers and PPA

oPrint and review all necessary paperwork and agendas

oComplete filling requests

·Coordination between representatives and home office regarding:

oSales support

oCompensation and credit

oIn force marketing

oResearch for exceptional circumstances

·First client communications

oAnswer basic client questions

oDelegate call to appropriate staff specialist

oGather client information on behalf of staff specialist

·Handle all complex service issues such as MCB, variable insurance re-allocations, reconsiderations

·Coordinate and prepare for weekly staff meetings

·Maintain compliance standards

·Document, handle and delegate all transcriptions from representatives

·Dispense all home office communications to staff and representatives including:

oNMIS communications

oLINKnet tech alerts and news bulletins

·Track representative forum/premium/lives goals

·Maintain FR websites

·Make annual review appointments

·Inform staff and representatives of educational opportunities

·Manage email inbox and telephone communications

·Sustain a positive, enthusiastic and professional office atmosphere for clients, representatives and colleagues

Qualifications

·Health and Life licensed or gain licensing within 6 months of employment

·Financial Service or Insurance industry experience preferred

·Demonstrated leadership to motivate and hold others accountable

·Computer experience and/or data entry

·Customer service experience

·Excellent oral and written communication skills

·Demonstrated organizational skills, ability to multi task and time management skills with ability to

set priorities and meet deadlines

·Strong attention to detail with the ability to work with a high degree of accuracy

·High degree of initiative

·Ability to be diplomatic

·Ability to be flexible and open-minded

·Ability to work in a fast-paced environment

·Ability to maintain confidentiality

·Team oriented