Seeking a Sales Execution Coordinator to work alongside financial advisors assisting with client service support, applications, and on-boarding.

Administrative Duties:

• Maintain client list and case files
• E-file and hard file investment and insurance related documents
• Maintain calendar, schedule follow-up appointments and client reviews
• Maintain underwriting and client service logs
• Take client/prospect reservations for marketing events such as seminars; Assist in preparation of seminar materials and event mailings, as well as assist at events
• Marketing initiatives to generate referrals and new leads

Client Service: Insurance, Annuities, and Investments

• Pre-check and prepare new applications and onboarding forms for completeness and accuracy
• Arrange medical, paramedical and any exams necessary for underwriting
• Follow-up mailing of forms to clients/prospects
• Handle client service for account changes, underwriting follow up, investment paperwork and communicate account details
• Communicate with Home Office and clients as needed to supply underwriting and policy information
• Communicate with Pershing and clients as needed to facilitate rollovers and account transfers
• Track and regularly update case-open inventory list
• Track and address investment alerts for discretionary portfolios Financial Analysis
• Input personal financial information and investment data into planning software
• Run insurance illustrations, investment proposals, planning analysis, excel spreadsheets and basic accounting
• Print proposals and maintain client e-files
• Update client analyses for annual reviews to track progress

Qualifications:

• Bachelors Degree
• Excellent oral and written communication skills.
• Organizational skills, ability to multitask, and time management skills with ability to set priorities and meet deadlines
• Strong attention to detail with the ability to work with a high degree of accuracy
• Fluent in Microsoft Office, including word and excel
• Knowledge of social sites such as Facebook, LinkedIn etc.
• Diligent, responsible, and reliable - people trust you because you care and can get it done
• Team oriented attitude with the confidence to give and receive constructive criticism and feedback
• Desire to be the support a rapidly growing financial advisory practice