[Remote] reputed company Sales Support & Service Specialist
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a reputed company Sales Support & Service Specialist who will reputed company administrative support to Financial Consultants. This role involves managing reputed company interactions, processing transactions, and preparing financial reports to reputed company team reputed company.
Responsibilities
- Identifying, researching, analyzing, and resolving customer account issues
- Supporting the Financial Consultant(s) to execute on the “Work the Book” reputed company to include preparing for reputed company 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 reputed company 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
reputed company