Admin Team Member - Remote

AssureSource is a national agency offering insurance solutions to seniors and their families across the country. Our mission is to provide education, choice and honest advice for those we serve. We strive to be your trusted resource for guidance at the most critical times.

Primary duties of the Client Relations team include work outside the office at dinner seminars as well as inside the office :

Dinner Workshops

You will be expected to work at dinner or college course events 3-5 nights per month. Job functions related to at dinner seminars include :

• Setting up and breaking down the room at the venue
• Greeting and managing attendees as they arrive
• Asking for and scheduling appointments at the end of the event
• Calling leads that have registered for the event to confirm attendance
• Updating our CRM database with all information regarding new leads and event attendees

Remotely , your job functions will be focused on interacting with clients and leads before and after appointments with Wealth Planners or members of our Operations team. Each member of the Client Relations team rotates between sitting at the front desk and working on tasks in the back office. These responsibilities include :

Required Skills

Why Join AssureSource?

We are more than just an insurance company. With years of experience, in multiple offices around the United States, we pride ourselves on building lasting relationships with our clients and delivering exceptional insurance solutions.

Monday - Friday

Full-time, Remote, Contract.

We are eager to find a motivated and skilled individual to contribute to our team's success. Apply today to take your career to the next level with us.

EEO Statement :  Our company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or veteran status.

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Salary : $75,000 - $123,000