26 days old
2018-03-262018-04-25

Commissions Analyst(Full-Time)

Kelly Financial, INC
New York, New York 10010
  • Job Status
    Full Time
  • Shift
    1st Shift, 2nd Shift, 3rd Shift, After School

About Our Company:
At Fedor Financial Group, LLC, our primary goal is to help our clients enjoy the retirement that they deserve. We specialize in the following 3 areas: minimizing the risk of running out of money, protecting portfolio principal, and minimizing taxes for our clients. We can also help by reallocating assets and implementing strategies to help pay for your loved one's long-term care privately without necessarily impoverishing them.

Solutions we may offer include:
Investment management
Tax advantaged long-term care annuities
Retirement planning
Insurance planning
Immediate lifetime income planning
We primarily use a customizable, fee-based approach rather than a commission-based approach. The fee-based approach, offered through Commonwealth Financial Network®, means that the success of our firm is directly tied to the results of our investors. That means we're all on the same team!

We focus on reducing volatility through diversification and portfolio rebalancing.

Our founder and president, David E. Fedor is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning CounselorSM. He has helped thousands of investors pursue their dreams since 1994.

Title Of Job:Commissions Analyst(Full-Time)
Work at a rapidly growing in the financial market

Responsibilities:
Basic research and error resolution
Providing phone and email support relating to commissions
Research, audits, and reporting projects as assigned
Process commission revenue for 25+ carriers
Calculate agent commissions
Maintenance of CRM database
Follow up with carriers regarding rate changes and bonuses
Reconciliation of commission statements and deposits

Qualifications
Must have:
Advanced Excel skills (Nested Logical Formulas and PivotTables)
Excellent communication and problem-solving skills

Desired qualifications:
Familiarity with databases (SQL)
Experience working with commissions
B.S. in Finance or related field

The candidate must be:
Good with numbers and error checking, as well as have a good intuition of when something looks wrong
Comfortable working with large quantities of data
Able to keep track of various compensation arrangements
Extremely meticulous with a high degree of accuracy
Quick to learn, and able to thoroughly understand new concepts
Willing to bring problems and suggestions to management's attention

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Commissions Analyst(Full-Time)

Kelly Financial, INC
New York, New York 10010

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Commissions Analyst(Full-Time)

Kelly Financial, INC
New York, New York

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