Sales Execution Team (SET) & Administrative Assistant The Sales Execution Team's role is to provide all aspects of sales support to Advisor to ensure that their focus remains on achieving production goals. Ongoing support to continue to build their business will also be provided.

Specific responsibilities include:

Administrative Support Greet visitors and direct them appropriately Answer, screen and record telephone calls Maintain telephone system and agency directory Train new personnel on how to use the phone system Process incoming and outgoing mail Maintain the reception area Make copies, send and distribute faxes and maintain copy and fax machines Maintain inventory and order office supplies as needed Answer basic policy owner/policy benefit questions Act as administrative support for Advisor/staff as needed Complete and/or assist with projects as assigned Cross-train in other support roles SET Operations Case notes (Copy Talk) into CRM system Manage workflow checklist for each Advisor Create and maintain compliant client file folders Creating compliant letters/sending out correspondence and handling incoming mail and e-mail Utilize system reports to help Advisor manage inventory Planning, Sales, and Service Support Conduct weekly one-on-one meetings with all Advisor Prepare, or collaborate with others, to develop consistent services to Advisors Prepare package for Advisor to deliver to their clients as part of a pre-sale package Collect and input client meeting notes Manage underwriting process which includes providing, or collaborating with others to provide: Pre-filling applications Pre-checking applications for completeness and accuracy Submitting applications Scheduling requirements and medical exams Monitoring of the Daily Status Report (DSR) and take action on cases needing attention Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests Process, or collaborate with others to complete risk product (POS) service requests such as name and address changes, beneficiary changes, updates to Insurance Service Accounts to facilitate the collection of payments, etc. Prepare and manage client communications Coach to Pacesetter 40; coach representative towards effectively using their time to build clientele; support the activity coaching (quantity & quality) initiative Other projects as assigned by Director of Operations Education and Industry Experience Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals; including counseling representatives on a variety of proactive approaches and solutions Strong customer relationship and customer service skills Strong analytical, problem solving, written and verbal communication skills, with the ability to work well with others Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment Committed to professional development (e.g. licensing, registration, designations) Onboarding Support Help set up incoming Advisors to set up workstation, including phone & tech set up Basic website setup Administer Marketing Start-up kit (business cards, stationery, etc)

Job Type:

Full-time Pay:

$45,000.00 - $60,000.00 per year

Benefits:

Health insurance Paid time off Ability to

Relocate:

Hunt Valley, MD:

Relocate before starting work (Required)

Work Location:

In person