Search the 5 jobs at Level Four Group, LLC

The Annuity Case Manager at Level Four is responsible for maintaining primary ownership of cases during the new business process, engaging in frequent communication and coordination between insurance agents, carriers, and internal resources. They are also tasked with processing insurance applications and maintaining important business relationships in a fast-paced, sales-oriented environment.

The Life Insurance Wholesaler acts as a liaison between insurance companies and insurance agents, recruiting agents, offering support with life insurance products and marketing strategies, and empowering agents to present life insurance solutions effectively. Responsibilities include building relationships with agents, making calls to initiate agent interest, providing product expertise, participating in marketing campaigns, and tracking cases. Candidates must have 5+ years of life insurance experience, great customer service skills, exceptional communication skills, and relevant licenses and certifications.

The SQL & Salesforce SOSQL Admin/Developer will support and maintain data environments in Oracle and Salesforce platforms, develop SQL queries, manage data processing, and collaborate with stakeholders to drive efficiency and end user satisfaction.

Manage commission payments, enhance process efficiency, input commission data, process payments, answer internal staff questions, work with accounting team, on-site in Dallas, TX office.

The Advisor Onboarding Manager is responsible for managing the onboarding process for new advisor recruits at Level Four Financial. This role involves coordinating with various teams, providing guidance to new recruits, and ensuring smooth transitions. The ideal candidate will have 5+ years of experience in the Broker/Dealer/RIA industry, strong communication skills, organization, and the ability to think creatively in problem-solving.