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Direct Business Operations Specialist Job Summary: The Direct Business Operations Specialist is to process and support assets held directly with insurance carriers and fund companies. The products include annuities, life insurance, mutual funds, and alternative investments. Essential Duties/Responsibilities: Submit Broker/Dealer changes for annuities, life insurance and mutual fund products. Coordinate efforts to appoint financial advisors and affiliates with annuity and life insurance companies. Submit instructions to network annuity and life insurance products to client accounts. Coordinate... more ->