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© All Rights Reserved. ApplyBlast.com
Stephens
This role supports financial consultants by managing life insurance, annuity, and long-term care applications, ensuring compliance, and coordinating with carriers for underwriting and policy issuance. The position involves conducting OFAC checks, reviewing regulatory requirements, and providing customer service to advisors and clients. It requires strong analytical skills and a thorough understanding of life insurance products and underwriting processes.
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 Stephens.
Stephens didn’t post a salary, so this is our estimate from similar listings.
109% above the average for this role