Administrative Assistant

The Sales Execution Team’s role is to provide all aspects of sales support to financial representatives to ensure that their focus remains on achieving a fast-start to their practive and achieving benchmarks within the first six months. Ongoing support to continue to build their business will also be provided. Specific responsibilities include:

Operations Support

• Manage starter checklist for each Financial Representative
• Create and maintain compliant client file folders
• Creating compliant letters/sending out correspondence and handling incoming mail and e-mail

Planning, Sales, and Service Support

· Conduct weekly one-on-one meetings with all Financial Representatives supported

· Participate in Development Team meetings to disseminate and gather information for the betterment of the reps and the office

· Prepare, or collaborate with others, to develop consistent, high quality life stage appropriate plans for every Financial Representative subscribing to the Financial Planning unit

· Prepare, or collaborate with others, to develop an integrated package for Financial Representatives to deliver to their clients as part of a pre-sale package

· Compile meeting kits which includes all materials needed for the approach, close, delivery and client review

· Collect and input client meeting notes

· Maintain compliant electronic client files, complaint files and check and order logs

· Manage underwriting process which includes providing, or collaborating with others to provide:

• Pre-filling applications
• Pre-checking applications for completeness and accuracy
• Submitting applications
• Scheduling requirements and medical exams
• Monitoring of the Daily Status Report (DSR) and take action on cases needing attention

· Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests

· Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc.

· Prepare and manage client communications

• Coach to Pacesetter 40; coach representative towards effectively using their time to build clientele; support the activity coaching (quantity & quality) initiative
• Other projects as assigned by Director of Sales Execution Team

Education and Industry Experience

· Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals; including counseling representatives on a variety of proactive approaches and solutions

· Strong customer relationship and customer service skills

· Strong analytical, problem solving, written and verbal communication skills, with the ability to work well with others

· Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment

· Committed to professional development (e.g. licensing, registration, designations)

Marketing Support

• Initiate and create feed lists
• Basic website setup
• Administer Marketing Start-up kit (business cards, stationery, e-mail auto signature, professional profiles, NewsBrief, press release, and review of marketing site)

Job Type: Full-time

Pay: $39,500.00 - $42,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person

Salary : $39,500 - $42,000