Company Description:

Provide administrative support to life insurance and investment advisors.

EXPERIENCE
Minimum of 1 year experience in the financial industry or life and/or mutual funds licensed
Knowledge of life insurance and investment products and its forms are a plus but not mandatory

DUTIES AND RESPONSIBILITIES
1. Assist advisors with administrative duties
2. Preparation and maintenance of client documentation
3. Identify potential customers
4. Contact, coordinate and conduct follow-up on new business
5. Coordinate with Financial / Insurance Advisor to facilitate marketing functions (i.e. brochures, seminars, etc.)
6. Provide reports to Financial Advisor on overall sales and marketing activities
7. Perform general clerical/administration duties
8. Support staff on assigned project based work, including but not limited to:
a. Develop procedures for contacting and qualifying leads
b. Develop procedures for updating prospect information
c. Preparation of sales proposals (illustrations) from information
gathered
d. Complete application and other forms
e. Process leverage loans
f. Data entry: mutual funds and client life databases
g. Meet and greet clients



OTHER INFORMATION:
Regular and predictable attendance is required. Willingness and ability to work non-standard business hours, such as nights and weekends, on an as-needed basis is required. Employees must be able to cope effectively with deadlines and multiple demands.