Job Summary

Rate Management Coordinator - Atlanta, GA

  • Location:
    Atlanta, Georgia
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A Fortune 200 insurance company is looking to add to their team with a Rate Management Coordinator to assist with their budgeting and allocation needs.
This is an mid-entry level position with the opportunity to add a well-known company to your resume and get your foot in the door!
Location: Atlanta, GA 30339
Job Description:

  • Maintain payout percentages for Advisors
  • Process payout percentage changes and Update payout percentages for new reps
  • Serve as a subject matter expert to advisors on matters pertaining to rate management.
  • Assist internal business partners to understand and comply with rate management rules and regulations.
  • Interact with management and other supervisory/compensation/Business Development/ Licensing and Registration personnel on escalated issues to ensure rate management is compliant within industry best practices.
  • Maintain effective working relationships with areas across the organization as well as with OSJ/ME/MFA and Advisors. Maintain quality customer relations with emphasis on service, quality and support of business objectives.
  • Work independently to ensure department deadlines are met and service levels are maintained.


  • Bachelors degree preferred
  • Basic understanding of FINRA and SEC rules regarding advertising and sales literature in order to effectively review communications concerning securities and investment advisory services.
  • Strong understanding of financial products (variable products, mutual funds, alternative investments, etc.) and mainstream investment strategies used by financial advisors.
  • Ability to effectively handle and prioritize multiple tasks in a fast-paced environment to meet defined deadlines
  • Prefer candidates that are currently or have been previously employed at an independent broker-dealer.
  • Ability to work in a time-sensitive environment and provide client support during extended hours and occasionally on weekends, as needed.
  • Excellent written and oral communication skills, including the ability to diplomatically find solutions to assist First Line Supervisors and Advisors with their inquiries regarding Rate updates.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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