Administrative Assistant

Administrative Assistant

General Responsibilities

The Administrative Assistant’s role is to provide all aspects of sales support to financial representatives to ensure that their focus remains on achieving critical success in their first 6 months to 1 year as a new business owner. Ongoing support to continue to build their business will also be provided.

Responsibilities:

Operations Support

Case notes (Copy Talk) into CRM

Manage starter checklist for each Financial Representative

Create and maintain compliant client file folders

Creating compliant letters/sending out correspondence and handling incoming mail and e-mail

Planning, Sales, and Service Support

Conduct weekly one-on-one meetings with all Financial Representatives supported

Participate in Development Team meetings to disseminate and gather information for the betterment of the reps and the office

Prepare, or collaborate with others, to develop consistent, high quality life stage appropriate plans for every Financial Representative subscribing to the Financial Planning unit

Prepare, or collaborate with others, to develop an integrated package for Financial Representatives to deliver to their clients as part of a pre-sale package

Compile meeting kits which includes all materials needed for the approach, close, delivery and client review

Collect and input client meeting notes

Maintain compliant electronic client files, complaint files and check and order logs

Manage underwriting process which includes providing, or collaborating with others to provide:

Pre-filling applications

Pre-checking applications for completeness and accuracy

Submitting applications

Scheduling requirements and medical exams

Monitoring of the Daily Status Report (DSR) and take action on cases needing attention

Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests

Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.

Prepare and manage client communications

Education and Industry Experience

Life, Health & Accident Licensed in Arizona

Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals; including counseling representatives on a variety of proactive approaches and solutions

Strong customer relationship and customer service skills

Strong analytical, problem solving, written and verbal communication skills, with the ability to work well with others

Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment

Committed to professional development (e.g. licensing, registration, designations)

Marketing Support

Initiate and create feed lists to gain referrals

Basic website setup

Administer Marketing Start-up kit (business cards, stationery, e-mail auto signature, professional profiles, NewsBrief, press release, and review of marketing site).

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person