Financial Services Associate
1 day ago
The Associate Financial Representative plays a vital role in supporting the financial representative in building their practice and client relationships. This individual serves as a liaison between the network office and home office, as well as the financial representative and clients.
Key Responsibilities:- Client Service Support: Provide exceptional client service and communication, including phone and email support.
- Appointment Scheduling: Proactively reach out to clients and prospective clients to schedule meetings.
- Client Communication: Confirm appointments and answer client calls in a timely and professional manner.
- Task Management: Take initiative to ensure tasks are followed through until complete and reach out to clients as needed.
- Insurance Support: Assist with client insurance service requests, including beneficiary/bank/address changes, reinstatements, and dividend changes.
- Documentation: Document notes and correspondence in a clear and concise manner.
- Meeting Follow-up: Assist with meeting follow-up to submit new business or create follow-up activities in CRM.
- Application Monitoring: Monitor and expedite applications in underwriting, and assist with scheduled client medical exams.
- Home Office Support: Work with Home Office support for client servicing and insurance underwriting pre-screen/follow-ups, as well as assistance with technology and Advisor-assigned research.
- Electronic Client Files: Help maintain electronic client files in a secure and organized manner.
- Health and Life Licensed: Possess a Health and Life license or gain licensing within 6 months of employment.
- Financial Services Experience: Preferably have experience in the financial services and/or insurance industry.
- Administrative Support: Possess excellent oral and written communication skills, with experience in administrative support or customer service.
- Technical Skills: Familiarity with Microsoft applications and data entry and information retrieval software.
- Organizational Skills: Demonstrated organizational and time management skills, with the ability to multitask, set priorities, and meet deadlines.
- Attention to Detail: Strong attention to detail with the ability to work with a high degree of accuracy.
- Confidentiality: Ability to maintain confidentiality in all client interactions.
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Financial Services Associate
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Financial Services Associate
3 weeks ago
Saint Cloud, Minnesota, United States Dahl Consulting Full timeJob Title: Financial Services AssociateAre you looking for a challenging and rewarding career in the financial services industry? We have an exciting opportunity for a Financial Services Associate to join our team at Dahl Consulting.Job Summary:The Financial Services Associate will be responsible for delivering exceptional customer service to our clients....
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Financial Services Representative
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Financial Services Associate
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Financial Services Representative
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