Wealth Sales Support – Service Specialist

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Offer administrative assistance to Financial Consultants

• Arrange appointments for account evaluations

• Communicate directly with clients regarding service inquiries

• Handle transactions associated with client accounts

• Generate financial reports to monitor team(s) progress toward goals

• Identify, investigate, analyze, and resolve customer account issues

• Assist Financial Consultant(s) with the development of the work the book strategy

• Oversee FC(s) calendar for appointments and meetings

⛳️ Requirements

• High School diploma / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent

• Over 1 year of experience as an administrative assistant or a similar role within the investment & insurance industry

• Demonstrated customer service expertise

• Strong written and verbal communication abilities

• High proficiency in Microsoft Office, including MS Word, MS Excel, and PowerPoint

• Life, Health, and Accident license preferred within 6 months of employment

• Variable Annuity license preferred within 12 months of employment

• Series 7 license preferred within 12 months of employment

• Series 63 or Series 66 license preferred within 90 days of passing Series 7

🏝️ Benefits

• Medical, dental, vision, life, and disability insurance

• Comprehensive leave program