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Wealth Management Program Scheduler & Advisor Support

Job in Gurnee, Lake County, Illinois, 60031, USA
Listing for: US001 CMFG Life Insurance Company
Full Time position
Listed on 2026-07-30
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Appointment Setter/ Scheduler
Salary/Wage Range or Industry Benchmark: 37400 - 62300 USD Yearly USD 37400.00 62300.00 YEAR
Job Description & How to Apply Below

US001 CMFG Life Insurance Company, through its Tru Stage brand, is seeking a dedicated individual for a crucial role that includes scheduling appointments, coordinating seminars, and providing administrative support to financial professionals. This position requires strong communication and organizational skills along with previous experience in Salesforce and Microsoft Office.

The successful candidate will help promote services and interact with members directly, ensuring a supportive environment for both the team and client.

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