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Available Positions

New Business Case Manager/Field Underwriter

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The New Business Case Manager/Life Insurance Field Underwriter is responsible for the coordination of all aspects of the underwriting, case management, and implementation process for new business. This includes developing and managing the underwriting process to provide efficient, proactive service to clients, understanding life insurance products and companies, and the implementation process. The New Business Case Manager/Field Underwriter will also be expected to engage in frequent communication with the Sales Vice Presidents (SVP), Institutional Financial Advisors, life insurance companies, and internal resources to manage expectations appropriately and provide first class client service throughout the process.

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This material does not constitute tax or legal advice, and neither Rushing Financial Group nor any of its agents, employees or registered representatives are in the business of offering such advice. It was written to support the marketing of the transactions or topics it addresses.  Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

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Securities offered through The Leaders Group, Inc. Member FINRA and SIPC, 475 Springfield Ave. Suite 1, Summit, NJ 07901

(303) 797-9080.  Rushing Financial Group is not affiliated with The Leaders Group, Inc.

Form CRS: https://leadersgroup.net/wp-content/uploads/2023/08/1-CRS-BD-Rev-8-23.pdf

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Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

©2024 BY RUSHING FINANCIAL GROUP.

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