Harvest Wealth Group

This role serves as an Insurance Client Service Administrator for a growing financial planning firm in Exeter, California. The position focuses on managing the full lifecycle of insurance service operations, including processing applications, policy changes, and claims for life insurance and annuity products. The administrator acts as the primary expert for advisors, maintaining carrier relationships and ensuring compliance with regulatory requirements. Additionally, the role involves providing support for general investment account maintenance and contributing to team coverage during peak periods. The position is appealing due to the opportunity to build scalable operational workflows and develop expertise in a specialized area of wealth management. The firm emphasizes a supportive, ego-free culture with clear expectations and structured mentorship. Candidates can expect hybrid or remote work arrangements, with a preference for those located in the Pacific, Mountain, or Central time zones. The role offers significant potential for professional growth, including support for obtaining necessary industry licenses and advancing into broader investment services. View more