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© All Rights Reserved. ApplyBlast.com
SGL Financial
A New Accounts Tracking Coordinator at SGL Financial manages and tracks new business activities for life insurance, annuities, and fee-based accounts, ensuring seamless experiences for clients and advisors. This role involves overseeing case processing from submission through funding and policy delivery while coordinating between internal operations, compliance, and external carriers. Success in this position relies on maintaining accurate records, resolving application issues, and facilitating timely transfers and check processing.
Headquarters
Buffalo Grove, Illinois, United States
Company Size
11-50 employees
Founded
2006
SGL Financial provides individuals and families with customized financial plans and investment strategies. Located in Buffalo Grove, Il.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for SGL Financial.
SGL Financial didn’t post a salary, so this is our estimate from similar listings.
26% below the average for this role