Job Title: Research Analyst 
Duration: 12 Months (Possible Temp to Perm)
Location: Remote
Hours: Monday to Friday, flexible hours, typical hours would be around 8 AM - 5 PM.
 
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.
 
Responsibilities:

• Responsible for supporting retirement and insurance product distribution channels through the coordination of Selling Agreements with new firms who will sell and/or wholesale company's insurance products.
• Coordinates and acts as a liaison with appropriate internal departments,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 departments and on external partners.
• Additional duties as assigned.

 
Job Competencies or Expectations:

• Communication
• Dependability
• Job Knowledge
• Productivity
• Quality
• Resiliency
• Critical Thinking

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 18.50/hr.