Experienced Naviplan and Insurance Specialist at Ameriprise

Bethesda, MD
Apr 13, 2017
Jobs Outside Higher Education
Businesses & Consultants
Institution Type
Outside Academe

Job Description

We have an immediate opening for an experienced Service Professional with at least five years of relevant hands-on processing experience in NAVIPLAN (all modules and levels) and processing insurance applications for all types of life insurance cases, as components of overall financial planning. Series 7 and life insurance licenses are a plus. Individuals with a passion for excellent customer service and attention to details will be rewarded with a long, bright and lucrative career. Must possess outstanding phone and writing skills. Fluency in Microsoft Office suite is a must.

You will go through rigorous testing and background check before being hired. It calls for on-going mature communication skills with clients, a positive attitude and subject-matter expertise. You must be flexible about work hours. Total compensation ranges from $60,000 to 87000, depending on experience. Apply now!

Company Description
We are one of the fastest growing Financial Planning firms in Metro Washington, DC and an independent Ameriprise franchise. Our reputation for excellence in everything we do is well known among our peers. We are looking for a highly motivated individual with the right skills, who wants to have a great career with us and retire happily from our firm.

Bethesda, MD


Tue, 21 Mar 2017 15:52:13 PDT