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(Financial Advisor, Financial Professional, of Team of senior financial professionals) seeking a (FT/PT) sales assistant for their practice in (Town/County/NJ).
Responsibilities include but are not limited to:
§ Assist with insurance new business. Obtain pre-sale pricing and coordinate underwriting process, including scheduling of exams, obtaining medical and financial records, and finalizing contract delivery with client and advisor.
§ Deliver superior client service—troubleshoot problems and serve as a liaison between adviser and client as needed.
§ Maintain client records in CRM database. Communicate confidential client information professionally and discreetly
§ Schedule appointments and maintain calendars
§ Research information needed for client meetings. Prepare documents, notes, and presentation materials, as required
§ Answer, screen and route phone calls for advisors, assisting clients directly or taking messages as appropriate
§ Compose and type general correspondence
§ Proofread documents and marketing materials to ensure quality control
Job Requirements:
Bachelor’s degree or equivalent experience (preferred/required or preferred but not required)
1-3 years of experience (Financial Services experience preferred);
Excellent typing, spelling, and proofreading skills required
(Life, health, and securities licenses preferred) (but not required).
Proficient in Microsoft Office and Salesforce CRM software
§ Good verbal and written communication skills
§ Ability to work independently and establish priorities
§ Ability to handle multiple requests simultaneously and respond quickly
§ Highly organized, with attention to detail
§ Consistent follow-through and communication to team members regarding status of open items
§ Ability to recommend procedures and reporting to improve the effectiveness of the team
§ Client-first attitude
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 250 Pehle Ave., Suite 405, Saddle Brook, NJ 07663 (973)237-0100 CRN202703-6028278
Job Type: Part-time
Pay: $18.00 - $20.00 per hour
Expected hours: 20 per week
Benefits:
Compensation package:
Schedule:
Travel requirement:
License/Certification:
Ability to Commute:
Work Location: Hybrid remote in Saddle Brook, NJ 07663
Part Time
$63k-80k (estimate)
03/06/2024
07/19/2024
The job skills required for Sales Assistant include Presentation, Written Communication, Attention to Detail, Scheduling, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Sales Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Sales Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Sales Assistant positions, which can be used as a reference in future career path planning. As a Sales Assistant, it can be promoted into senior positions as a Sales Assistant III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales Assistant. You can explore the career advancement for a Sales Assistant below and select your interested title to get hiring information.