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Summary
This position provides insurance licensed administrative support to Legacy Consultants. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supporting insurance related tasks, and other administrative tasks as assigned. The Insurance Office Professional reports to and is employed by Legacy Consultants.Job Description
Position Roles/Responsibilities/Accountabilities
Position Qualifications
Competencies
External/Internal Dependencies
As part of Legacy Consultant's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Part Time
Insurance
$40k-47k (estimate)
03/29/2024
04/16/2024
thrivent.com
SAINT CLOUD, MN
3,000 - 7,500
1902
Private
SHARON LITZAU
$1B - $3B
Insurance