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Jobs @ Imagine: Business Processor

Overview

Las Vegas, NV - Must live in Las Vegas Metro Area.  Up to 90% Remote.

Contract - 1099

$18+ per hour, D.O.E.

Skills

  • Problem-Solving

  • DocuSign

  • Microsoft Office Suite

  • Excellent Communication

Job Details

This position is in charge of processing new business applications, working with retirement plan custodians and helping to bring submitted business from application to completion.  The candidate will assist Imagine Agents with issues related to their submitted business and will assist with our CPA Tax Planning partners.

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  • Minimum 3 years experience in a business environment, preferably in the financial services industry

  • Strong organizational skills are required

  • Experience in working in a fast-paced environment and the ability to work under pressure

  • Ability to effectively communicate with Imagine Independent Agents and Imagine Staff and solve problems quickly

  • Experience with self-directed retirement plan processing with is highly preferred, but not required

  • Ability to learn our back office systems and should be comfortable with using and learning new technologies

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