About Duncan Financial Group. Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to del... view job details
At Duncan Financial Group, our mission is to Make It All Work Together for our clients. We are a team of proven professionals with expertise in every area of insurance and financial realm. 2018 marks our 40th year in business and we are continuing to grow. We are seeking additional professionals to join our team. Duncan Financial Group located in Irwin, PA has an immediate need for an experienced, goal oriented Commercial Lines Account Manager working with small to mid-size accounts.. This position will be remote for employees outside of the Pittsburgh area.. Duties include sales and servic... view job details
POSITION SUMMARY. The Distribution Processor provides support to the Plan Administration Department specifically for retirement plans. KNOWLEDGE, SKILLS & ABILITIES. Deadline-Oriented. Technical Capacity. Exceptional Organizational Skills. Ethical Conduct. Communication Proficiency. Personal Effectiveness/Credibility. Detail-Oriented. JOB DESCRIPTION. Answer incoming calls; route/answer accordingly. Communicate with participants/clients via telephone/email pertaining to their 401(k) account.. Monitor incoming faxes; route accordingly.. Prepare, assemble, and mail distribution requests; during ... view job details
Duncan Financial Group is seeking an Enrolled Agent/Accounting professional to join our outside Tax and Accounting practice. We are seeking self-starters with a team-oriented approach. Duncan Financial Group offers a competitive salary, company paid health with a generous contribution to employee HSA, dental, life insurance and long-term disability. Vision, supplemental life, short-term disability, accident, hospitalization, cancer, and legal/identification protection services are also available. Flexible scheduling and partial work from home arrangements are also options for employees.. K... view job details
POSITION SUMMARY:. Group Benefits Insurance Risk Advisors are responsible for the counseling and selling of insurance products to potential customers and expanding the Duncan Financial Group Brand while providing customers with the highest level of service and achieving production and business growth goals.. KNOWLEDGE/SKILLS/ABILITIES:. • Demonstrates persistence and ability to overcome obstacles. • Motivated to set and achieve goals. • Knowledge of processes for providing customer and personal services, principles and methods for promoting & selling products. • Ability to manage o... view job details
POSITION SUMMARY. The primary function of this role is to manage financial advisor and insurance agent professional licenses and carrier appointments. KNOWLEDGE, SKILLS & ABILITIES. Excellent Written and Verbal Skills. Technical Capacity. Positive and Professional Outlook. Ethical Conduct. Proven follow through. Time Management. Communication Proficiency. Personal Effectiveness/Credibility. JOB DESCRIPTION. Execute all phases of new producer contracting as well as assist in maintaining company licenses and appointments. Ensure that appropriate licensing and contracting procedures, which are de... view job details
Pension Analyst 401(k). At Duncan Financial Group, our mission is to Make It All Work Together for our clients. We are a team of proven professionals with expertise in all financial services. Duncan Financial Group's Third Party Administration division has been in business for 30 years designing and administering qualified retirement plans. We have an immediate need for an experienced 401(k) Administrator. Duties will include, but are not limited to:. -- Annual Valuation Reports. -- Annual contribution computations, including new comparability. -- Collecting and analyzing employee census inf... view job details
POSITION SUMMARY:. Personal Lines Insurance Risk Advisors are responsible for the counseling and selling of insurance products to potential customers and expanding the Duncan Financial Group Brand while providing customers with the highest level of service and achieving production and business growth goals.. KNOWLEDGE/SKILLS/ABILITIES:. • Demonstrates persistence and ability to overcome obstacles. • Motivated to set and achieve goals. • Knowledge of processes for providing customer and personal services, principles and methods for promoting & selling products. • Ability to manage o... view job details
The Office Administrator is responsible for some of the firm’s most important relationships, and Internal Support must ensure all service needs are seen through expediently and correctly. The Administrator will take on day to day tasks that will give time and energy back to the Advisor to successfully generate more client relationships and revenue. The primary responsibility of the position is to coordinate activities on behalf of the Advisors to meet goals and objectives relative to clients and corporate initiatives. JOB DESCRIPTION. Manages the day to day functions of a remote branch offi... view job details