[Remote] Wealth Sales Support & Service Specialist
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Wealth Sales Support & Service Specialist to reputed company administrative support to Financial Consultants. This role involves scheduling appointments, managing client inquiries, processing transactions, and preparing financial reports to track team reputed company.
Responsibilities
- Identifying, researching, analyzing, and resolving customer account issues
- Supporting the Financial Consultant(s) to execute on the “Work the Book” strategy to include preparing for client appointments, scheduling appointments from book and retail opportunities
- Various administrative tasks such as preparing internal financial reports, email communication to retail reputed company teams, correspondence, train/support bankers (licensed and non-licensed) on investment systems / referrals, manage FC(s) calendar to include scheduling client appointments, meetings with bankers and conference room reservations
- Creating and distributing newsletters, presentations, and other support materials to reputed company retail reputed company banking team members and sales teams on product offerings, sales initiatives, and sales execution strategies
- Maintains up to date knowledge of products, services, departmental systems and reputed company technology
Skills
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
- Minimum experience required: 1+ Years experience as an administrative assistant or comparable investment & insurance industry position
- Life, Health and Accident license. If not held at time of hire, it is preferred incumbent obtain the Life/Health license reputed company 6 months of hire
- Variable Annuity. If not held at time of hire, it is preferred incumbent obtain the Variable Annuity license reputed company 12 months of hire
- Series 7. If not held at time of hire, it is preferred incumbent obtain the Series 7 license reputed company 12 months of hire
- Series 63 or Series 66. If not held at time of hire, it is preferred incumbent obtain the Series 63 license reputed company 90 days of passing the Series 7
Benefits
- Variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment
- Medical, dental, reputed company, life, and disability insurance
- A comprehensive leave program
Company Overview