ADMINISTRATIVE ASSISTANT / ASSOCIATE FINAICIAL REPRESENTATIVE

Job post summary

ADMINISTRATIVE ASSISTANT / ASSOCIATE FINAICIAL REPRESENTATIVE

We are looking for an energetic and dynamic professional with superior multi\-tasking skills to be a member of our fast paced and growing team in El Paso! This individual will primarily assist with the personal practice of the Managing Director, as well as calendar management and coordination of leadership duties. The ideal candidate is dedicated and a hard worker with a passion to help people. If you are extremely motivated, self\-starter, proactive, and goal oriented, then we want to hear from you!

OVERALL FUNCTION

The Associate Financial Representative (AFR) specializes in client service and supporting the Advisor as he/she focuses on building his/her practice and client relationships. An AFR also ensures the continuation of an efficient, effective and organized office. This individual is a liaison between the network office and home office as well as the Advisor and clients. Specific responsibilities may include but are not be limited to:

SUPPORT

• Handle case notes, process correspondence and maintain client case files.
• E\-file new statements, account forms and other insurance/investment\-related materials
• Maintain financial representative’s calendar and schedule follow\-up appointments.
• Input data and gather information at direction of financial representative in preparation for client/prospect meeting
• Contact clients to set up follow\-up meetings with representative
• Contact clients to confirm receipt of forms or request return of completed form and maintain current client information
• Monitor Daily Status Report (DSR) and expedite any additional underwriting requirements
• Communicate with home office, NMIS and families to supply or obtain information
• Prepare/email letters of instruction for client signature
• Prepare policies for delivery
• Calendar management
• Maintain client engagement campaigns, such as newsletters, gifts, cards, etc.
• Assist with social media campaign set ups and website updates as needed

CLIENT SERVICE SUPPORT \| NON\-SECURITIES PRODUCTS

• Participate with the support of employing financial representative in various activities of the sales cycle for non\-securities products
• Contact clients, prospects and centers of influence for appointments and referrals to generate interest in non\-securities related products
• Meet with clients to complete non\-securities insurance related applications
• Initiate and perform sales of non\-variable Additional Purchase Benefit (APB) and term conversions
• Review insurance applications, conversions and policy changes for completeness and accuracy
• Arrange medical, paramedical and any exams necessary for underwriting
• Provide current status and account values for non\-securities related accounts
• Contact and advise clients regarding late payments and other non\-securities sales and service related issues
• Consult with clients on impact of changes to non\-securities related products
• Process incoming non\-securities related insurance service requests from clients (address changes, bank change information, loan requests and ISA service inquiries)

QUALIFICATIONS

• Life and Health licensed or gain licensing within 60 days of employment
• Financial Service or Insurance industry experience preferred
• Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
• Excellent verbal and written communication skills
• Familiarity with Microsoft applications and data entry and information retrieval software
• Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
• High level of multitasking day to day is required
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Has interest in learning on a continuous basis
• Ability to embrace change and work in a fast\-paced environment
• Ability to work both independently and in a team
• Ability to maintain confidentiality
• Ability to handle change, pressure, coaching and feedback

Pay: $50,000\.00 per year

BENEFITS

• Salary
• Paid vacations (PTO)
• Retirement plan
• Medical, Dental, Vision insurances

Job Type: Full\-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Physical setting:

• In Office – not remote work

Schedule:

• Monday to Friday \| 8am – 5pm

Location: 5870 Onix Dr Ste A, El Paso, TX 79912

Pay: From $50,000\.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person