Sales Assistant

This position requires excellent customer service and problem-solving skills, which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient, and professional manner. This position is a great opportunity for someone who is interested in the Financial Services / Insurance / Benefits industry and passionate about helping people. The position provides multiple opportunities for growth: transition to full time;

or learn the industry, get licensed and become a Financial Advisor, Benefits Broker or Insurance Agent.

Candidate must be extremely organized, detail-oriented and a self-starter.

• Responsible for client contact which includes communication by phone and email
• Assist clients with service needs, including general account inquiries, account changes, distributions, beneficiary changes, account updates, etc.
• Inform financial advisor of client issues of significant concerns
• Perform research to answer questions
• Client appointment preparation - prepare reports, collect annuity and insurance statements, provide advisor with meeting notes and brief on any outstanding client needs/issues
• Assistance with scheduling client appointments via our scheduling software
• Schedule open enrollment meetings with school districts and corporate clients
• Monitor incoming and outgoing mail
• Document client interactions via our Client Relationship Management (CRM) system
• Prepare and process paperwork for new & existing business for investments and life insurance products
• Respond to and correct paperwork not in good order
• Maintain office in a clean and orderly manner
• Other projects and tasks as assigned

• Required:
• Organizational and time management skills (i.e., ability to manage multiple priorities)
• Ability to learn internal and external software systems
• Preferred but not required:
• Knowledge or history of working with voluntary group insurance benefits: life insurance, disability, vision, FSA, cafeteria plans
• Salesforce & Zoom experience preferred
• 2 years of previous experience in a sales support role or the equivalent combination of education and experience
• Series 6/7 and 63/66 FINRA registrations are helpful but not necessary

• Excellent oral and written communication skills
• Ability to work independently & do research independently
• Problem solver and critical thinker
• Capable of working under deadlines
• Detail-oriented

• Knowledge or history of working with voluntary group insurance benefits
• Salesforce & Zoom experience preferred
• 2 years of previous experience in a sales support role or the equivalent combination of education and experience
• Series 6/7 and 63/66 FINRA registrations are helpful but not necessary

Retirement plan offered. Paid time off and holidays. Other benefits (life insurance, disability, health, etc.) can be discussed.

We are committed to diversity and inclusivity.