Sales Executive Assistant

New Today

The most important responsibility of this role is to assist the Financial Advisor/Managing Partner in every feasible manner by serving clients' needs promptly and efficiently. Whereby he can concentrate on communicating and determining the client's needs and presenting appropriate solutions. Financial Advisor/Managing Partner does the $500/hour work, and the assistant does the $20/hour work.
Daily Responsibilities:
Daily interaction with high net worth clients
Excellent ethical communication skills are a must
A high standard of Ethics must be maintained at all times
Excellent Customer Service skills are a must
Review obituary sources for clients' and relatives' deaths
Review the calendars for upcoming appointments requiring PAAR (Policy Audit and Account Review) reports, etc. Prepare all needed reports for upcoming meetings. Agendas may also be necessary.
Review all reminders on the calendar for tasks requiring completion.
Life, disability, annuity - Gather information and prepare applications to be sent to clients for signatures. Schedule exams and gather additional needs to complete the application process (financial verification, tax forms, voided checks, medical records, etc.) Monitor the progress of the application and communicate with our new business coordinator for any additional items the underwriter may request.
Investments - complete applications for the client's signatures. Submit applications to the Broker/Dealer and monitor the application process from beginning to completion.
Mobile deposit all checks received for investment accounts on the day they are received.
Communicate with clients via email and phone calls on any questions or requests they have.
Maintain an updated list of current works in progress, issues, and any forthcoming ones.
Prepare dictation from Mobile Assist for Financial Advisor/Managing Partner to review.
Weekly Responsibilities:
Maintain filing in a consistent, orderly manner.
Review term policy list for upcoming term conversion deadlines.
Send client's correspondence to compliance for Financial Advisors/Managing Partners
Review term contracts for guarantee period expirations.
Monthly Responsibilities:
Prepare birthday letters and emails
Annually Responsibilities:
Prepare split dollar letters in January
Print and file all annual investment statements
Monitor securities and insurance licenses for license renewals
Apply
Location:
Winston-Salem, NC, United States
Job Type:
FullTime
Category:
Management Occupations

We found some similar jobs based on your search