Advisor-Facing Case Manager, Life Insurance & Annuities

Advisor's Resource Company

Advisor's Resource Company in Coppell, Texas is seeking a dedicated Case Manager to serve as the primary service partner for financial advisors. This role requires managing a high-value case pipeline, ensuring accuracy in documentation, and proactive communication with stakeholders. Ideal candidates are organized, have a background in life insurance or financial services, and can handle over 60 active cases. Join a firm built on trust and responsiveness, making a significant impact on advisor relationships. #J-18808-Ljbffr Advisor's Resource Company

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Vacancy posted 5 days ago

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