Inside Sales Support Assistant

1 month ago


Campbell, United States U.S. Retirement & Benefits Partners Full time

COMPANY OVERVIEW

U.S. Retirement & Benefits Partners (USRBP) is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about USRBP, please visit our website: .

We are looking for an Inside Sales Support Assistant to join our Partner Firm, Employee Benefits Services Group (EBSG) located in Campbell, CA.

EBSG is Northern California's leading financial and retirement planning services firm focused on the education and non-profit sector. Our unique knowledge of the government pension system helps our clients with their wealth management objectives. Since 1989, EBSG has provided asset protection and growth solutions for thousands of employees in the education and non-profit sectors. Our mission is to provide employers and employees with optimal retirement planning solutions.

Position Summary

  • Servicing existing client base (ex: Distributions/withdrawals, demographic changes, loans)
  • Processing new business and/or sales submitted by EBSG advisors.
  • Marketing support
  • Proper submission of paperwork to broker/dealer
  • After-sales customer service such as follow-ups to verify deductions have been properly applied.
  • Interacting with insurance/investment companies
  • Utilizing Client Relationship Management (CRM) System
  • Liaison for EBSG advisors between broker/dealer and investment companies

Job Requirements

  • Strong communication skills, both written and verbal
  • Solid time management and thorough attention to detail
  • Ability to work independently, as well as with other associates.
  • Knowledge of CRM software
  • Proficiency in Microsoft Office a must
  • Associate degree, preferred.
  • Minimum 2 years of sales/sales assistant experience preferred.


  • Campbell, United States A Tool Shed Inc Full time

    Job DescriptionJob DescriptionInside Sales Reps are the key contact for our customers when making rentals. ISRs communicate with customers to identify needs, collect deposits and payments, schedule rentals and complete contracts. ISRs also assist with making the showroom presentable and clean, as well as assisting other staff in the yard and the shop. If you...


  • Campbell, United States HAYWARD LUMBER Full time

    Classification: Full Time - HourlyPay Range: $18 to $25 DOELocation: Economy Lumber - Campbell, CAReports To: Branch ManagerAbout the Organization:For 100 years and four generations of Hayward family leadership, Hayward Lumber has been committed to meeting and exceeding the needs of builders. Beyond full-service lumberyards, we offer window, door and cabinet...


  • Campbell, United States HAYWARD LUMBER Full time

    Classification: Full Time - HourlyPay Range: $18 to $25 DOELocation: Economy Lumber - Campbell, CAReports To: Branch ManagerAbout the Organization:For 100 years and four generations of Hayward family leadership, Hayward Lumber has been committed to meeting and exceeding the needs of builders. Beyond full-service lumberyards, we offer window, door and cabinet...

  • Sales Arborist

    3 weeks ago


    Campbell, United States Ian Geddes Tree Care Inc Full time

    Job DescriptionJob Description **Overview:** Ian Geddes Tree Care Inc., is seeking a dynamic and experienced Sales Arborist to join our team. As a Sales Arborist, you will play a crucial role in promoting our arboricultural services and fostering client relationships. This position requires a combination of arboricultural expertise, sales acumen, and...

  • Sales Associate

    2 weeks ago


    Campbell, United States VivaLNK Full time

    Vivalink Campbell, CA Company Silicon Valley-based Vivalink (www.vivalnk.com) is an innovative connected healthcare devices company in its growth stage. The company develops wearable telemetry devices with integrated biometric sensors designed to continuously monitor human vitals and other indicators for medical and healthcare applications. These devices...

  • Sales Associate

    3 weeks ago


    Campbell, United States Vivalnk, Inc Full time

    Job DescriptionJob DescriptionVivalinkCampbell, CACompanySilicon Valley-based Vivalink (www.vivalnk.com) is an innovative connected healthcare devicescompany in its growth stage. The company develops wearable telemetry devices with integratedbiometric sensors designed to continuously monitor human vitals and other indicators for medicaland healthcare...

  • Sales Arborist

    1 week ago


    Campbell, United States Ian Geddes Tree Care Inc Full time

    Job DescriptionJob DescriptionBenefits:Competitive salaryHealth insurancePaid time off**Overview:**Ian Geddes Tree Care Inc., is seeking a dynamic and experienced Sales Arborist to join our team. As a Sales Arborist, you will play a crucial role in promoting our arboricultural services and fostering client relationships. This position requires a combination...


  • Campbell, California, United States Seneca Family of Agencies Full time

    Overview: Seneca is hiring Student Support Assistants (SSA) to provide instructional, therapeutic, and behavioral support students at grades K-5 Rosemary Elementary Elementary. Our SSAs provide a positive learning environment for students through behavior management, behavior modification, coaching, training, and skill building techniques. As an SSA, you'll...


  • Campbell, United States Road Runner Sports Full time

    OverviewJOIN THE FITNESS REVOLUTION! Are you looking for a fulfilling retail position that combines a love of helping customers find their Perfect Fit with great perks, a strong team environment, room to grow, and competitive earning potential? You're in luck, we are always looking for great talent to join our teams as; Fit Experts- $22.50 hour (Base of...


  • Campbell, United States Road Runner Sports Full time

    Overview: JOIN THE FITNESS REVOLUTION! Road Runner Sports is always looking for experienced Retail Sales Associates (we call them Fit Experts) to join the worlds largest running, walking, hiking, and athletic footwear retailer. $19.00 - $23.00 an hour About us Road Runner Sports is proud to have been recognized as the 2023 Footwear Retailer of the Year...

  • Outside Sales

    2 days ago


    Campbell, United States Welcome Wagon Full time

    Job DescriptionJob DescriptionIf you consider yourself outgoing, are an active member within your community, and desire flexibility for a work-life balance, we have the opportunity for you!Welcome Wagon is a national marketing company and leading provider of marketing solutions through different media channels like direct mail and digital platforms targeting...


  • Campbell, United States Imperative Care Full time

    Job Title: Desktop Support Technician Location: This position is based in our Campbell, CA office and is on-site and full time. Why Imperative Care? Do you want to make a real impact on patients? Imperative Care is changing the way stroke is treated. As part of our team, you'd be developing breakthroughs that will revolutionize the future of stroke care....


  • Campbell, United States Imperative Care Full time

    Job DescriptionJob DescriptionJob Title: Desktop Support TechnicianLocation: This position is based in our Campbell, CA office and is on-site and full time.Why Imperative Care?Do you want to make a real impact on patients? Imperative Care is changing the way stroke is treated. As part of our team, you’d be developing breakthroughs that will revolutionize...

  • Assistant Manager

    2 weeks ago


    Campbell, United States Big 5 Sporting Goods Full time

    Successful operation of store in the absence of the Store Manager Driving sales Opening and closing of the store Interviewing, hiring, and training of employees Writing a weekly store schedule Development of future management candidates Direct oversi Assistant Manager, Manager, Assistant, High School, Retail, Sales

  • R&d Technician Ii

    1 month ago


    Campbell, United States Terumo Medical Corporation Full time

    **Job Summary**: The Technician II assists R & D engineers and/or teams in the development, building, testing, and analysis of products, materials, and processes. This position will report directly to R&D Engineer or Manager. Assembly efforts may include, but are not limited to, final medical devices, finished assemblies, and sub-assemblies, working at...


  • Campbell, United States Wyndy.com, Inc. Full time

    Seeking afterschool support in Campbell, NY. Afterschool support role offers assistance and guidance to students. Activities include homework help, organizing educational games, and promoting a positive learning environment. Ideal candidates are patient, enthusiastic, and possess excellent communication skills. High school diploma or equivalent required....

  • R&D Technician

    2 weeks ago


    Campbell, United States Terumo Medical Corporation Full time

    Job SummaryThe Technician II assists R & D engineers and/or teams in the development, building, testing, and analysis of products, materials, and processes. This position will report directly to R&D Engineer or Manager. Assembly efforts may include, but are not limited to, final medical devices, finished assemblies, and sub-assemblies, working at bench,...

  • R&D Technician

    1 month ago


    Campbell, United States Terumo Medical Corporation Full time

    Job SummaryThe Technician II assists R & D engineers and/or teams in the development, building, testing, and analysis of products, materials, and processes. This position will report directly to R&D Engineer or Manager. Assembly efforts may include, but are not limited to, final medical devices, finished assemblies, and sub-assemblies, working at bench,...

  • R&D Technician

    4 weeks ago


    Campbell, United States Terumo Medical Corporation Full time

    Job SummaryThe Technician II assists R & D engineers and/or teams in the development, building, testing, and analysis of products, materials, and processes. This position will report directly to R&D Engineer or Manager. Assembly efforts may include, but are not limited to, final medical devices, finished assemblies, and sub-assemblies, working at bench,...

  • R&D Technician

    2 weeks ago


    Campbell, United States Terumo Medical Corporation Full time

    Job SummaryThe Technician II assists R & D engineers and/or teams in the development, building, testing, and analysis of products, materials, and processes. This position will report directly to R&D Engineer or Manager. Assembly efforts may include, but are not limited to, final medical devices, finished assemblies, and sub-assemblies, working at bench,...