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Client-Focused Money Transfer & Policy Servicing Specialist
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-20
Listing for:
Freedom Financial and Life, PLLC
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Banking & Finance -
Insurance
Banking & Finance
Job Description & How to Apply Below
Freedom Financial and Life, PLLC is seeking a Money Transfer & Operations Associate to manage end-to-end client financial transfers, annuity/insurance applications, and ongoing policy administration. The role acts as the bridge between clients, carriers, and transfer institutions, ensuring compliance and accurate data handling from post-sale to ongoing servicing.
The position offers a base salary range of $48,000–$56,000 with a potential bonus and increased pay upon passing the insurance exam,
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