Financial Services Assistant

1 week ago


Littleton, United States FIVE RINGS FINANCIAL Full time
Job Overview

We are seeking a highly skilled Contracting Assistant to join our team in Littleton, Colorado. The successful candidate will be responsible for executing contracting and licensing tasks with our carriers, ensuring seamless relationships between Five Rings Financial, our agents, and the carriers we represent.

Key Responsibilities:

  • Resolve questions and problems by interpreting agent and carrier inquiries through verbal and written communication
  • Maintain current service levels on all emails and tasks
  • Manage contracting on our carrier contracting systems
  • Knowledge of compliance requirements to fulfill contracting with our various carriers
  • Must work at our Littleton, Colorado Home Office
  • Must be solutions-oriented
  • Manage successful relationships by providing information, help solving important issues, and meeting contracting needs

Requirements:

  • Coordinate necessary contracting applications and documents to facilitate contracting needs
  • Assist in reviewing contracting applications to ensure necessary requirements are met
  • Excellent written and verbal communication skills
  • Assist with new and existing hierarchy and commission requests
  • Intuitive thinking and strong problem-solving skills
  • Must work in a collaborative environment
  • Strong attention to detail
  • Organization, prioritization, and multi-tasking

About Us:

Five Rings Financial is an innovative and fun organization dedicated to teaching Americans about how money works. We have a proven model for building successful business owners and positively impacting the financial direction of middle-American households across all 50 states.

What We Offer:

  • Health, dental, vision, 401(k), and short-term disability benefits
  • A salary range of $47,000 to $52,000 plus potential for incentive bonus

Location:

Our National Headquarters is located in Littleton, Colorado, and we operate in 49 states.

Join Our Team:

If you're a self-motivated individual with a service mentality, positive energy, and intellectual humility, we want to hear from you Help us revolutionize personal finance in America.



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