Job Overview:
Title:

Financial Sales Support Admin

Company Intro

Mann Financial Group, located in the Galleria area, host of the “Safe Money With Scott Mann” radio program

Job Description

Seeking a full-time sales support assistant who is detail-oriented, organized and efficient with excellent phone skills

Essential Duties

Build strong relationships with clients

Administer the client process to include, interviewing, and assessing potential clients, scheduling and confirming meetings

Prepare, organize and complete client documents

Follow progress of applications and transfer forms

Maintain client data in Contact Management system to include recording notes, assigning and scheduling follow-up tasks.

Research and resolve client request

Administrative support

Coordinate with outside financial companies

Experience/Skills

Financial Services Industry

Administrative support

Retirement planning and financial background. (401(k)s, IRAs,)

Prior experience with WealthScape and HubSpot helpful or other Contact Management System.

Prior Customer Service experience

MS office products

Self-sufficient, detail-oriented,

Competitive compensation and opportunity for financial advancement

This position offers a dynamic work environment where you can utilize your administrative skills while contributing to the overall success of the organization. If you are a proactive individual who thrives in a fast-paced setting, we encourage you to apply for this rewarding opportunity.

Job Type: Permanent

Pay: $45,752.00 - $49,903.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

License/Certification:

• Insurance Producer License (Preferred)
• Life Insurance License (Preferred)

Ability to Commute:

• Suite 365 Houston, TX 77056 (Required)

Ability to Relocate:

• Suite 365 Houston, TX 77056: Relocate before starting work (Required)

Work Location: In person