WORK LOCATION DETAILS Work Location: Home Office - Coppell, TX Work Schedule: Hybrid Work from Home: Mondays and Fridays Onsite: Tuesdays, Wednesdays, and Thursdays Temporary Assignment: This temporary position is intended to provide additional support to the Field/Store
Description Support a specialized financial services team handling three primary business areas: annuities, retirement plan accounts, and life events. The role focuses on operational support, account maintenance, customer inquiries, qualified retirement accounts, money movement requests, and