Job Details
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).
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