Job Description

ABOUT THE ROLE

This boutique financial planning and advisory firm is seeking a qualified individual who has strong experience working within marketing, general operations, and sales/business development. In this role you will support the implementation of marketing campaigns, general day-to-day duties to support operational efficiencies, attending some company events, and promoting their brand in the market.

DUTIES & RESPONSIBILITIES

• Answer calls, greet clients, and respond to client requests with professionalism and care
• Update client and case information in the CRM
• Schedule and confirm appointments for advisors with clients, prospects, or strategic business relationships
• Process investment and insurance applications and ongoing service requests

SKILLS & EXPERIENCE

• Knowledge of financial services, life, and annuity products
• Proficiency in word processing, spreadsheeting, and presentation software
• Marketing and/or business development experience preferred.
• Willingness to obtain additional licenses over time (i.e. state life insurance license, Series 7, 63)

JOB SPECS

Part time schedule with flexibility on hours – aim is 20-25 per week.

Company Description

Capstone Search Group is a national search firm dedicated to the insurance industry. We are business partners to insurance organizations on staffing related projects. We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.