Part Time Administrative Assistant
SUMMARY OF RESPONSIBILITIES:Accountable for providing general administrative support to the Advisors which may include some or all of the functions listed below based on the specific business needs of the Advisors. The Assistant role and functions performed should be clearly differentiated from that of an Agency employee support role.PRIMARY RESPONSIBILITIES:
Provide new business support to the Advisor(s) they support to ensure complete applications and efficient processing of new business
Assist Advisor(s) with the implementation of marketing programs, special initiatives, and other leads generation programs
May perform general conservation activities for the Advisor(s) related to in-force policies, including a review of conservation control lists and the gathering of information from customers requesting surrenders or transfers
Respond to routine customer requests for the Advisor(s) via telephone regarding basic information on their premium payments, effective dates and status of his/her policies
Provide telemarketing support to and prepare bulk mailings to prospective client for Advisor(s)
Create and run illustrations and assist Advisor(s) with sales call preparation
Provide general administrative assistance to the Advisor(s) including filing, copying and typing correspondence
Track Advisor(s) licensing with the State and FINRA. Track and/or arrange Continuing Education
Prepare client folders for the Advisor(s)
Maintain Outlook and Calendar (set and confirm appointments) for the Advisor(s)
Adhere to company Compliance guidelines
To expedite the application process, please email a copy of your resume directly to Victoria Dynarski at vdynarski@financialguide.com