Job Description

A successful Financial Planning Practice in Greenville, OH is seeking a qualified professional to join their team in the important role of part-time Sales Assistant (20 hours per week). Part-time to start with advancement to full-time over the first year.

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.

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

Skills Required:

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

Knowledge/Experience:

• Series 6/7 and 63/66 FINRA registrations preferred but not necessary
• Customer service experience required
• Knowledge or history of working with voluntary group insurance benefits: life insurance, disability, vision, FSA, cafeteria plans
• Word processing, spreadsheet, MS Outlook experience required
• Salesforce & Zoom experience preferred
• Organizational and time management skills (i.e., ability to manage multiple priorities)
• Preferably at least 2 years of previous experience in a sales support role or the equivalent combination of education and experience for the right candidate
• Ability to learn other internal and external software systems

Responsibilities:

• 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

Software Used:

• MS Outlook, Excel, Word, Zoom, Salesforce CRM

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