Wealth Management Associate
3 weeks ago
Client Service Representative (Insurance/ Investments Processor)
Who We Are:
Roberts Wealth Management, a leading financial advisory firm located in Biloxi, Mississippi, is dedicated to transforming retirement planning. Boasting over thirty years of outstanding service, bolstered by a dynamic team and robust marketing efforts, we excel in devising customized financial strategies.
The Opportunity:
Are you prepared to take on a role that truly influences people's futures? Where each action you take helps someone achieve their retirement objectives? We are looking for a Wealth Management Client Associate, a crucial contributor to our mission of financially empowering our clients. Your skill in handling the intricacies of annuity applications, especially fixed-indexed annuities, along with life insurance and SEC-registered RIA processes, will be vital in fulfilling our commitment to our clients: ensuring security, fostering growth, and delivering peace of mind.
Primary Responsibilities:
- Masterful handling of annuity and life insurance applications, ensuring precision and client satisfaction.
- Expert management of new account paperwork and ACAT processes, contributing to our seamless client onboarding experience.
- Collaborative efforts with our advisory team, enhancing our service delivery through your detailed and organized work ethic.
Required Qualifications and Skills:
- Proven prowess in "Firelight" application software and a thorough understanding of fixed-indexed annuity applications.
- Experience with life insurance applications, new account paperwork for Fee-Based Advisory business, and ACAT paperwork.
- A detail-oriented, dependable character with a penchant for teamwork and a client-first mindset.
- Eagerness to learn, adapt, and grow within our process and procedures, with an eye on long-term career advancement.
- A blend of motivation, hard work ethic, and a slight financial drive, ready to embrace the opportunities our thriving environment offers.
Why Join Us?
Joining Roberts Wealth Management is more than starting a job; it's a gateway to a career brimming with opportunities for advancement, the fulfillment of significantly impacting people's lives, and a position at the cutting edge of financial innovation. Your efforts will deeply influence many, steering them toward a future of financial stability and well-being. This is your opportunity to rise above the ordinary, immerse yourself in a meaningful role, and become part of a team that values hard work, commitment, and a genuine desire to assist others. This offer is more than just a job—it's an invitation to carve out your own unique path.
This position does not accept remote applicants.
Roberts Wealth Management is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.
-
Sales Associate
16 hours ago
Biloxi, United States Hibbett Retail, Inc. Full timeJob DescriptionJob Description01404 Biloxi, MSLE_301 Hibbett Retail, Inc.Job Title: Sales AssociateDepartment: OperationsFLSA Status: Non-ExemptReports To: Store ManagerSUMMARYThe Sales Associate is responsible for assisting the store's management staff with providing quality customer service. The Sales Associate is knowledgeable in each product area or...
-
Sales Associate
15 hours ago
Biloxi, United States City Gear, LLC Full timeJob DescriptionJob Description06128 Biloxi, MSLE_303 City Gear, LLCJob Title: Sales AssociateDepartment: OperationsFLSA Status: Non-ExemptReports To: Store ManagerSUMMARYThe Sales Associate is responsible for assisting the store's management staff with providing quality customer service. The Sales Associate is knowledgeable in each product area or...
-
Hotel - Bellman (Seasonal)
2 weeks ago
Biloxi, United States Treasure Bay LLC Full timeJob DescriptionJob DescriptionBELLMAN: Reports to Front Desk Supervisor or Lead Clerk• Responsible for greeting guests in a professional manner at the main entrance of the hotel and assisting the unloading of luggage, if any• Responsible for extending a warm welcome and appreciation to every guest with the greeting “Welcome to Treasure Bay”•...
-
Hotel - Bellman (Seasonal)
2 months ago
Biloxi, United States Treasure Bay LLC Full timeJob DescriptionJob DescriptionBELLMAN: Reports to Front Desk Supervisor or Lead Clerk• Responsible for greeting guests in a professional manner at the main entrance of the hotel and assisting the unloading of luggage, if any• Responsible for extending a warm welcome and appreciation to every guest with the greeting “Welcome to Treasure Bay”•...
-
Service Manager>
3 weeks ago
Biloxi, United States Goodyear Full timeGoodyear - Biloxi, MS [Department Supervisor] As a Service Manager at Goodyear, you'll: Manage the service department; Assist Center Manager in achieving sales, units, and profited budgeted objectives; Assist with hiring, training, and managing associates; Communicate specific work assignments and responsibilities to associates; Ensure proper service...
-
Sales Associate
6 days ago
Biloxi, United States Spencer Gifts Full timeEmployee Type: Part-Time Location: Biloxi, MS Job Type: Other Experience: Not Specified Date Posted: 5/13/2024 Job Description Brand: Spencer's ?The Sales Associate is responsible for maintaining Guest Services as per Company Standard. The Sales Associate will support the Store Management Team by generating sales, conducting housekeeping, merchandising,...
-
Sales Associate
1 day ago
Biloxi, United States Spencer Gifts Full timeEmployee Type: Part-Time Location: Biloxi Job Type: Other Experience: Not Specified Date Posted: 5/13/2024 Job Description Brand: Spencer's ?The Sales Associate is responsible for maintaining Guest Services as per Company Standard. The Sales Associate will support the Store Management Team by generating sales, conducting housekeeping, merchandising, signing,...
-
New Home Sales Associate
1 week ago
Biloxi, United States Adams Homes Full timeAdams Homes is seeking a driven and enthusiastic New Home Sales Associate to join our sales team in Biloxi, MS. In this role, you will be responsible for guiding prospects through the sales process with professionalism and enthusiasm, following up with prospects through our standardized CRM process, and implementing lead generating activities according to...
-
Branch Manager
1 week ago
Biloxi, Mississippi, United States Regions Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...
-
Branch Manager
2 days ago
Biloxi, Mississippi, United States Regions Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...
-
Sales Associate
2 days ago
Biloxi, United States Hot Topic Full timeJoin the loudest store in the mall! We're looking for music and pop culture fanatics to help create the best experience for our customers. As a Hot Topic Sales Associate, you'll be a huge part of our success by providing the best customer service, ensuring that fellow fans can get their hands on the merch they love. You'll share your fandom knowledge, stock...
-
Retail Sales Associate
1 week ago
Biloxi, United States CubeSmart Full time**Retail Sales Associate (Full-Time)** CAROUSEL_PARAGRAPH * Biloxi, Mississippi * Customer Service/Retail * 13942 ** Share Job** ** Job Description** **Overview** **At CubeSmart, our culture makes the difference. When we say its whats *inside* that counts, we are saying you count** **Responsibilities** **What CubeSmart offers:** NON-TRADITIONAL HOURS...
-
Retail Sales Associate
1 day ago
Biloxi, United States CubeSmart Full time**Retail Sales Associate (Full-Time)** CAROUSEL_PARAGRAPH * Biloxi, Mississippi * Customer Service/Retail * 13942 ** Share Job** ** Job Description** **Overview** **At CubeSmart, our culture makes the difference. When we say its whats *inside* that counts, we are saying you count** **Responsibilities** **What CubeSmart offers:** NON-TRADITIONAL HOURS...
-
Shift Manager
2 weeks ago
Biloxi, United States McDonald's Full timeShift Manager - Descher Organization restaurants are staffed by great people, and right now we're looking for more of them. People interested in satisfying careers with competitive benefits. People interested in growing and advancing. People with lots to offer. People like you. If you're interested (and we sure hope you are), let's get together. Required:...
-
Shift Manager
1 day ago
Biloxi, United States McDonald's Full timeShift Manager - Descher Organization restaurants are staffed by great people, and right now we're looking for more of them. People interested in satisfying careers with competitive benefits. People interested in growing and advancing. People with lots to offer. People like you. If you're interested (and we sure hope you are), let's get together. Required:...
-
Store Manager
14 hours ago
Biloxi, United States Hibbett Retail, Inc. Full timeJob DescriptionJob Description01404 Biloxi, MSLE_301 Hibbett Retail, Inc.Job Title: Store ManagerDepartment: OperationsFLSA Status: Non-ExemptReports To: District Sales ManagerSUMMARYThe Store Manager oversees and is responsible for the store’s sales efforts in each department in the store and supervises the store’s overall operation to ensure efficiency...
-
Assistant Manager
2 weeks ago
Biloxi, United States Extra Space Storage Full timeAs an Assistant Store Manager , you will have the opportunity to be part of a diverse team with an excellent company culture. We offer competitive wages , a great work/life balance , and career and development opportunities . Extra Space Storage is the largest self-storage company in the United States, with over 3,600 stores nationwide. If...
-
Assistant Manager
2 days ago
Biloxi, United States Extra Space Storage Full timeAs an Assistant Store Manager , you will have the opportunity to be part of a diverse team with an excellent company culture. We offer competitive wages , a great work/life balance , and career and development opportunities . Extra Space Storage is the largest self-storage company in the United States, with over 3,600 stores nationwide. If...
-
Community Manager
2 months ago
Biloxi, United States Biloxi Housing Authority Full timeJob DescriptionJob DescriptionDescription:SummaryThe primary purpose of this position is to manage all facets of business at an assigned Authority-operated property. The incumbent enforces lease agreements and timely rent payments by residents, ensuring all housing procedures are adhered to and units are compliant with applicable regulations. The incumbent...
-
Community Manager
1 day ago
Biloxi, United States Biloxi Housing Authority Full timeJob DescriptionJob DescriptionDescription:SummaryThe primary purpose of this position is to manage all facets of business at an assigned Authority-operated property. The incumbent enforces lease agreements and timely rent payments by residents, ensuring all housing procedures are adhered to and units are compliant with applicable regulations. The incumbent...