Job Summary
This position is an ideal opportunity for a licensed insurance or securities representative with extensive experience in opening accounts, handling client enquiries, producing deliverables with a knowledge of life insurance products.
The ideal candidate has built a small book of business but is looking to build their business within the security of a salaried position that supports education adn growth.
Responsibilities
- Support financial advisors in preparing client proposals and financial plans
- Assist with account setup, maintenance, and updates for clients’ portfolios
- Perform accurate data entry and documentation of client interactions and transactions
- Collaborate with team members to ensure compliance with regulatory standards and internal policies
- Provide exceptional customer service by addressing client inquiries promptly and professionally
- Assist in the preparation of reports, presentations, and other materials for client meetings
- Other duties as assigned by Branch Manager
Qualifications
- a current securities or life insurance license is required, but both is preferred.
- Experience or familiarity with financial services industry
- Proficiency in Excel using date supplied by NBIN platforms
- Strong organizational skills with attention to detail
- Effective communication skills for interacting with clients and team members
- Ability to work independently while collaborating effectively within a team
- Prior experience supporting sales or wealth advisory functions is advantageous
This role provides an excellent pathway for individuals interested in advancing their career in financial services while gaining valuable experience supporting wealth management operations.
Pay: $50,000.00-$150,000.00 per year
Benefits:
- Dental care
- On-site parking
Work Location: In person
