Federal Retirement Authority is a leading financial services firm committed to providing innovative retirement planning and insurance solutions to clients. This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects. Proven experience in a professional office setting required. If this sounds like you, apply today! Responsibilities: • Complete and process new business applications. • Receive incoming client service calls in a friendly, warm manner. • Process & Follow-up on client service work. • Update & review database/CRM to reflect account status regarding new business and/or service. • Maintain an organized, compliant, and efficient filing system. • Follow up on pending business and contact individual clients with updates. • Assist Advisors with pre-appointment requirements. • Prepare, manage, and track the new business pipeline. • Assist Advisors with client support and mailings, educational workshops, and client events as needed. • Act as phone back-up to other members of the team. • Maintain current Advisor's licenses and appointments with agencies and companies. • Performance-based bonuses. Qualifications: • Must possess exemplary problem-solving, communication, and time management skills • Experience working in a corporate or professional setting is essential. • Prefer 3-5 years of experience in an insurance or financial services firm. • Professional appearance required. • Excellent writing skills. • Google Suite (Docs, Excel, etc). • Calendar management. Compensation: $25 - $27 hourly

• Complete and process new business applications. • Receive incoming client service calls in a friendly, warm manner. • Process & Follow-up on client service work. • Update & review database/CRM to reflect account status regarding new business and/or service. • Maintain an organized, compliant, and efficient filing system. • Follow up on pending business and contact individual clients with updates. • Assist Advisors with pre-appointment requirements. • Prepare, manage, and track the new business pipeline. • Assist Advisors with client support and mailings, educational workshops, and client events as needed. • Act as phone back-up to other members of the team. • Maintain current Advisor's licenses and appointments with agencies and companies. • Performance-based bonuses.