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D.A. Davidson
Great Falls, MT
Source: D.A. Davidson careers · View original posting
From D.A. Davidson's posting. “We” and “our” refer to the employer.
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better.
Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
We are currently seeking an Insurance and Annuities Administrator to provide high-quality administrative, operational, and sales support for D.A. Davidson’s insurance and annuity business. Reporting directly to the Vice President, Director of Insurance and Annuities this role is responsible for supporting Davidson’s Financial Professionals (FPs) and internal partners in the area of state insurance licensing and appointments, continuing education, annuity and life insurance order processing, reporting and recordkeeping to help FPs grow
and manage their annuity and insurance business in an efficient manner. Additionally, the Insurance and Annuities Administrator will coordinate with insurance carriers, vendors, and internal teams to provide order entry and RegBI documentation support on new business. This role does not provide investment, insurance, or product recommendations.
Competitive salary plus excellent benefits and perks including, but not limited to:
The potential starting base salary range for this role is $68,000-$83,500. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident
Privacy Policy.
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