Search the 6 jobs at Level Four Group, LLC

The Executive Assistant will support executives by managing calendars, arranging travel, preparing reports, and facilitating communication within the organization. Responsibilities include prioritizing tasks, ensuring timely information flow, and preparing documents for meetings.

The Annuity Case Manager oversees the new business process for insurance applications, engaging with agents, carriers, and internal teams. Responsibilities include reviewing applications, communicating statuses, moving applications forward, and maintaining client relationships to ensure timely processing and a positive experience.

The SQL & Salesforce SOQL Admin/Developer will support data management by developing SQL queries, maintaining SQL and Salesforce platforms, managing internal support requests, and ensuring data integrity. Responsibilities include data processing, API management, and collaborating with stakeholders to align technology with business needs.

The Commissions Processing Associate will manage commission payments, enhance process efficiency, and ensure accuracy by inputting commission data and coordinating with Finance teams. Responsibilities include reconciling statements, processing payments bi-weekly, generating reports in Excel, and addressing internal inquiries regarding commissions.

The Client Services Associate will support the wealth management team by managing client and advisor service activities, ensuring excellent client experience, and handling account paperwork and communication. This role includes managing calendars, processing requests, and staying updated with company procedures.

The Insurance Sales Representative will identify and secure new clients, assess their insurance needs, and provide tailored insurance solutions. Responsibilities include marketing for new sales, evaluating client needs, maintaining records, and continuously updating industry knowledge.