Expense Processor

 

We are adding 2 Expense Processors to the department.

 

Skills:Excellent follow up skillsProactive; able to anticipate wholesaler needs Ability to multi task Strong organizational and prioritization skillsMust be flexible with the ability to accept, create and manage changeAbility to work independentlyWillingness to continuously perform detailed, labor intensive computer work.  Working knowledge of Word, Excel, Lotus Notes and E-Expense/Concur preferred

 

Job Responsibilities:

·  Communicate at least once a week with wholesaler to handle expense processing.

·  Keep an open line of communication with wholesaler

·  Follow up with wholesaler for receipts needed for expenses

·  Complete wholesaler expense reports in a timely fashion

·  Work closely with the Compliance department

 

Please send resume and salary requirements to jobopportunities@planco.com

 

 

 

About PLANCO

PLANCO LLC, a Hartford Life, Inc. company, was founded in 1977 by Joe M. Thomson, CFP®, CLU®, ChFC®, and Edwin J. Gold, CLU®, as a distributor-wholesaler of consumer oriented products designed to help people plan for their retirement years. John P. Craig, CFP®, joined the partnership the following year. Together, these three men had more than 85 combined years in the industry.

 

From those beginnings, PLANCO grew by marketing superior products and offering exceptional support to help financial service organizations become more effective sales organizations.

 

PLANCO’s business model is uniquely effective. Through a national network of more than 300 wholesalers, the company works in tandem with investment representatives to create effective sales strategies that make sense in today’s market. Realizing that different organizations have different distribution characteristics, PLANCO divides its wholesalers into separate channels to provide an unparalleled level of service and coverage. These wholesalers bring marketing expertise to the field with office meetings, client seminars and individual representative visits.

 

PLANCO offers investment representatives both pre- and post-sales support by:

§ Aiding them in their prospecting efforts with sales ideas, via print materials and on the Web.

§ Facilitating the sales process between investment representatives and their clients by creating and providing client-approved marketing materials.

§ Maintaining a well-trained, knowledgeable and courteous internal phone force capable of handling anything, from the simplest requests to the most complicated questions.

 

PLANCO also brings its entire employee force together each week for what has become a

company tradition: Friday morning meetings. These meetings function as an effective means of ensuring all employees are up-to-date on sales results, marketing efforts, and company news.  Armed with this information, employees are able to more effectively serve our sales force.

 

In 1998, PLANCO became a part of The Hartford Financial Services Group, Inc., thus expanding the resources available to investment representatives – and building on its well-established reputation for exceptional customer service and industry expertise. As the #1 seller of retail variable annuities in the U.S. and Japan, and with eight consecutive DALBAR awards for annuity customer service, The Hartford shares PLANCO’s core values.

 

“We have worked together to make PLANCO an environment in which people can do what they love to do, work hard at what they do, believe in what they do – and get rewarded for it,” says Kevin Connor, Managing Director at PLANCO. “With the wealth of available opportunities, training and support, an employee’s first job at PLANCO can be just the beginning of a satisfying career.”

 

Benefits

PLANCO offers excellent career opportunities and competitive benefits.  Benefits offered by PLANCO LLC include:

§ Medical, Dental and Vision Insurance for employees, their spouses, children and domestic partners at highly competitive rates starting on first day of employment

§ Health and Dependent Care Spending Accounts

§ Company paid Life Insurance

§ Supplemental Life Insurance

§ Company paid Short and Long-Term Disability

§ Profit Sharing and 401(k)

§ Employee Stock Purchase Plan at discounted rate

§ Hartford Mutual Fund Purchases at NAV

§ Company support of professional licenses and designations

§ College Tuition Reimbursement Program

§ Generous Paid Time Off Bank

§ 9 paid company holidays