The Affinity Group

We are for a Business Process Leader.

This role is key to efficient and compliant operations. While an investment or insurance license is not needed, the ideal candidate should have experience in processing investment and/or insurance business.

Responsibilities include:
-reviewing applications
-ensuring underwriting policies are adhered to and that business processes around underwriting are efficient
-point of contact for clients, helping with inquiries, policy changes and general support
-analyzing business processes and data to identify inefficiencies or areas of improvement
-collaborate with other departments to ensure processes align with business goals and objectives

Key skills would be knowledge of insurance and investment products, communication, customer service and problem solving.

If you, or someone you know, thrives in a fast paced environment and can work both autonomously and as a team member, PM me for more information

We are excited to welcome Brandon Clemens to The Affinity Group Team!
Brandon brings 10 years of industry experience as he joins our team as a Financial Planner. Most recently Brandon was Co-founder and Advisor at Afia Wealth.

Brandon joins our planning team and will be advising the firm's existing clients as well as his client base.

For all of our clients, feel free to reach out and chat with Brandon or shoot him an email to welcome him aboard. [email protected]

No doubt Brandon will serve as a valuable asset in our firms mission to impact thousands of lives while helping reshape and reimagine our industry.

https://www.tagplanning.com/brandonclemens

Our Family Office approach helps our clients assist their parents in organizing and clarifying their complete financial picture so that the family/family advisors have a secure website to show where everything's at and what everything's worth.

No going through shoe-boxes or filing cabinets.

Family View Demographic trends continue to suggest increased longevity. Our solutions will streamline your parent’s situation, allowing them to enjoy their golden years without stress.

Happy Monday! We are excited to introduce you to Automn Lowe, the Chief Operating Officer of The Affinity Group. Automn has been an integral part of our team for the past couple of months, and her dedication and expertise have already made a significant impact on our operations.

Learn more about Automn here:
https://www.tagplanning.com/automn-lowe

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