Commissions Specialist

As a WealthVest Marketing employee, you will help us be the leading Independent Marketing Organization and third party marketing firm in traditional and Broker Dealer channels. We do this by providing financial professionals, wholesalers, carriers, AFMOs and Agency partners and their producer’s truly outstanding sales training and support, marketing services, operational support and service together with innovative financial products so they can, in turn, deliver exceptional service and value to their clients. As part of our team, you will be empowered to be innovative, solutions‐oriented and a driver of a culture of continuous improvement. Our goal is to enable you to reach your professional goals and be an integral part of a team of people stretching to achieve departmental and overall organizational goals.

Operations & Service department team members work in a high‐energy, fast‐paced environment providing efficient, accurate and friendly support and service to our wholesalers, agents, carriers, other partners and co‐workers. The environment we operate in requires every member of our team to be problem‐solvers finding solutions when those solutions may not be easy to see. It also requires each team member to learn and grow, to help your co‐workers learn and grow and to continually refine our systems and processes to make our department more efficient and effective. We pride ourselves on not only thinking on behalf of ourselves and WealthVest, but for our customers and carriers by asking the many questions all partners will have in a matter. Our team focuses on and communicates what can happen versus what can’t happen. These standards are critical to us achieving our goals individually and as on organization to deliver best‐in‐class service to our customers.

Position Summary

This position is responsible for executing all phases of commission processing, working across departments and constantly training other departments to ensure commissions inputs are accurate, working with supervisor to develop and refine the commission processing program and using metrics to drive process improvements. Commissions Specialist will also document all processes and maintain the accuracy of commissions process documents. The position may have the opportunity to assist or lead special projects. Commission Specialists work closely with a team of people, including WealthVest’s Licensing & Contracting team, Onboarding team, New Business team, Internal and External Wholesalers, Accounting, IT and Marketing teams as well as carrier representatives.

Key Requirements, Skills & Experience

• Problem solving and decision making ability
• Proactive and adaptable to new/unforeseen situations
• Motivated with strong work ethic and positive attitude
• Strong verbal/written communication and interpersonal skills; strong attention to detail and a high degree of professionalism
• Ability to work in a fast-paced environment and manage several tasks simultaneously within deadlines; ability to work independently as well as with a team
• High school diploma (or equivalency) required; college degree preferred
• 2+ years of customer service, operations or equivalent experience required; 1+ years working with Annuities and/or Life Insurance background preferred
• Strong working knowledge of PCs, Microsoft Office products (Word, Excel, Outlook) and above average typing skills

Job Type: Full-time

Job Location:

• Bozeman, MT

Required education:

• High school or equivalent

Required experience:

• Customer Service: 2 years