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Licensed Platform Specialist

Licensed Platform Specialist

First Horizon BankKnoxville, TN, US
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Job Description

Locations : Onsite listed in the job posting.

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. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com .

    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

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    Licensed Specialist • Knoxville, TN, US

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