06/06/2025
The Opportunity
Are you a detail-oriented professional looking to support retirement planning services in a dynamic insurance environment? As a Retirement Plan Specialist at M3 Financial (M3Fi), you'll play a crucial role in supporting our service and sales teams by maintaining data integrity and providing exceptional client service. This position offers an excellent blend of administrative support, data management, and client interaction, making it ideal for organized individuals seeking to grow in the financial services industry.
How You Will Make an Impact
Provide essential support to M3Fi service and sales teams, ensuring smooth operations and client satisfaction.
Maintain data integrity across agency management systems including Epic and RPAG.
Process new business efficiently and accurately, following established procedures.
Prepare service agreements, process RFPs, and develop client/vendor proposals as directed by Client Managers.
Review...
M3 Insurance
Wauwatosa, WI, USA
Full Time