Licensed Insurance Sales Producer

New York City, NY – -of-policy requests, reports submitted after 45 days as well as those exceeding $20,000 Requirements • 3-5 years’ experience in Financial Services, preferably in Investment Banking and preferably in a similar role • 4 year college degree, CPA a plus • Strong proficiency in MS Office programs, particularly Excel • Superior analytical, organizational and communication skills • Strong work ethic and the willingness to work overtime/ weekends and be responsive to inquiries as they arise • The candidate…Position Description Reporting to the Investment Banking Business Manager, the candidate will be responsible for monitoring and reporting on all facets of a $100mm+ expense budget. Qualifications • Review (monthly) all reports produced by the Firm that summarize expenses • Review (daily) pre-trip reports and follow-up on out-of-policy items or other anomalies • Track results against budget and prepare a monthly variance report • Prepare management for all regularly scheduled and ad-hoc expense – Permanent – Full-time

Licensed Insurance Sales Producer


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