Title: Director of First Impressions

Functions: Administrative

Type:

Salary: $18-25/hr

Experience: 1 – 3 years of Customer Service Experience is required, Insurance Industry Experience preferred

Reports To: Principle of Practice

Company Overview:

We are an established Financial Services firm who specializes in Retirement planning, Insurance Planning and wealth management for those in, or near, retirement.

Position Highlights:

Your Wealth, a Retirement Planning Firm, is currently seeking a Director of First Impressions. The purpose of this role is to Create an Unforgettable First Impression by being the first person to interact with clients and vendors both face-to-face and over the telephone. Ideal candidate will have a heart to serve, be naturally positive and have strong customer services skills. 1-3 years’ experience with serving customers is desired.

Setting the Tone of the Office: Creating an Unforgettable First Impression

· Always presents a professional and pleasant face and manner to our vendors, our clients and our staff.

· Always projects a cheerful and positive demeanor on the phone and in person.

· Greets all visitors to the office with a warm welcome, eye contact, a smile and a handshake.

· Treats everyone with respect and kindness

Duties and Responsibilities include, but not limited to:

· Open and close the agency on a daily basis & prepares the office for business

· Answers the phone within two rings and expedites calls quickly

· Assist with greeting incoming clients and offering beverages

· Manages incoming and outgoing mail

· Maintain Advisors outlook calendar and keep advisor aware of daily appointments and cancellations.

· Manages vendor relationships, audits & places orders pertaining to our office: Coffee, Office Supplies, etc.

· Filing of client statement and files

· Provide training/support throughout the day for other team members as questions/situations arise

· Confirm all agent appointments

Qualifications

· Position requires one to three years’ experience in an administrative role and managing administrative functions; strong communication, writing, and sense of professionalism

· Financial background a plus; specifically, in annuities and life insurance

· Confident with relevant software applications such as Microsoft Office Suite (including Word, Excel, PowerPoint and Outlook)

· Communicate effectively, both verbally and in writing to agents, clients, and third parties via e-mail and/or phone

· Prioritize list of outstanding issues to effectively handle urgent matters

· Provide exemplary customer service

· Ensure adequate follow-up and closure on daily tasks and projects

· Handle confidential information in a discrete and professional manner

Job Types: Full-time, Part-time

Pay: $18.00 - $25.00 per hour

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Woodstock, GA 30189 (Required)

Ability to Relocate:

• Woodstock, GA 30189: Relocate before starting work (Required)

Work Location: In person