We’re looking for a full-time, on-site, experienced Financial Manager to assist us in organizing and managing our daily financial operations.
Potential to grow into a CFO position within 2-5 years. You will track commissions, persistence of policies, LTV of members, profit & loss, and allocation of resources.
Our ideal applicant is a doer who can integrate into our existing culture. We require you to complete the screening and DISC assessment for consideration of this position, we want to ensure our organization is as good of a fit for you as you are for us!Compensation : $90,000Responsibilities : Prepare and review budget, reports, and financial statements to ensure accuracyMonitor the financial performance of the organization and provide monthly / quarterly / annual reports to the CEOGenerate and analyze financial data to identify trends and evaluate risksCoordinate the billing, administration, fulfillment, and customer service activities of Insurance Management ServicesOversee commission payments to agents and upline to maintain accuracyCollect and distribute large payments according to proceduresBecome knowledgeable of internal dynamics, contracts, products, pricing, and proceduresTrack KPIs and develop plans to increase organizational metricsSupervise incoming and ongoing business operations.
Qualifications : Possess a bachelor’s degree or equivalent experience in a related fieldDemonstrate extensive experience with word processing programs and basic computer skillsDemonstrate outstanding analytical skills, communication skills, problem-solving, and leadership abilitiesPossess proficient knowledge of Microsoft Office and fundamental computer competenceDisplay proven expertise in the analysis and interpretation of dataPossess the aptitude to communicate effectively with a diverse group of people, including top agents, owners, and CEOsDemonstrate a self-starter attitude with innovation, independence, and punctiliousnessExhibit a passion for precision and detail for data managementShow at least four years of working in an office environment with financial software (preferably in the insurance industry)Prove a basic understanding of SQL queriesAbout CompanyWe offer competitive pay, an energized fun office environment, and a dedicated team of professional managers.
Our Mission is to provide clients with peace of mind by offering high-quality, easy, and affordable ways to protect their most valuable asset – themselves and family.
As we grow, we continue to seek out passionate, driven professionals who share our mission, vision, and core values people looking to bring their insight and abilities to an organization that values intelligence, ingenuity, integrity, and the pursuit of excellence.
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