Front Desk Associate/Sales Execution Team. The role of the Front Desk Associate/Sales Execution Team is to serve as the primary contact for customers and policy owners and to support new financial representatives in their first 2 years by providing vital administrative assistance. Specific responsibilities include but will not be limited to. Greet visitors and direct them appropriately. Answer, screen and record telephone calls. Maintain telephon...
This role is responsible for the Buffalo Office recruitment and selection efforts. This role will execute office recruiting plans for activity to reach full-time contract goals to drive growth in the organization. Responsibilities. Build and develop effective referral sources with financial advisors and staff team members to generate lead opportunities for full-time candidates. Develop qualified lead strategies from a variety of sources (i.e., re...
This role is responsible for the Buffalo Office recruitment and selection efforts. This role will execute office recruiting plans for activity to reach full-time contract goals to drive growth in the organization. Responsibilities. Build and develop effective referral sources with financial advisors and staff team members to generate lead opportunities for intern candidates. Build and develop effective referral sources. In-office: current and for...
Lead Servicing Advisor. Job summary. This is a full-time role for a Servicing Financial Advisor located in Buffalo, NY with flexibility for remote work. The Lead Advisor will be responsible for day-to-day tasks such as financial and retirement planning, providing financial advice and investment education for current clients. The Servicing Advisor will also be incentivized for onboarding new clients. Responsibilities. Responsible for growing new c...
