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Licensed Platform Specialist

Licensed Platform Specialist

First HorizonKnoxville, TN, US
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Licensed Platform Specialist

Job Category : Wealth Management

Summary : Responsible for operational and sales-related support of life-insurance licensed bankers across First Horizon's retail footprint.

Duties and Responsibilities :

  • Serve as operational support for our licensed bankers in the areas of sales tracking, paperwork completion, system usage and annuity issuance.
  • Provide support primarily through phone, email, and virtual meetings.
  • Assist Licensed Platform and Strategy Director with maintenance of "Licensed Platform Resources" SharePoint site, preparation and delivery of educational materials, and general administrative support.
  • Communicate product / rate updates on a weekly basis.
  • Be knowledgeable with state testing, CE, licensing, and appointment processes to support the growth and sustainment of the licensed platform.
  • Serves as system process expert for our licensed bankers to ensure adherence with industry regulations and internal policies

Requirements :

  • A positive, team-oriented attitude is required.
  • A thorough understanding of annuities, basic investment and life insurance products, as well as their application in a retail bank sales environment.
  • Strong organizational and time management skills are a necessity.
  • Robust computer skills including the ability to utilize technology for maximum efficiency and to teach others to do the same.
  • Limited travel required (3-4 weeks annually)

    • Qualifications :

  • College degree and a minimum of 3+ years of experience in the area of investments and insurance is preferred.
  • Retail banking and proven client-facing sales experience extremely beneficial.
  • Licenses required : Life

    • About Us : First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

    Benefit Highlights :

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
  • More FirstHorizon.com / First-Horizon-National-Corporation / Careers / Our-Benefits

    • Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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    Licensed Specialist • Knoxville, TN, US