Sales Execution Team & Administrative Assistant

Position SummaryThe 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 SupportGreet visitors and direct them appropriatelyAnswer, screen and record telephone callsMaintain telephone system and agency directoryProcess incoming and outgoing mailMaintain the reception areaMake copies, send and distribute faxes and maintain copy and fax machinesAnswer basic policy owner/policy benefit questionsAct as administrative support for Advisor/staff as neededComplete and/or assist with projects as assignedCross-train in other support rolesSET Operations Create and maintain compliant client file folders and CRM records digitallyPlanning, Sales, and Service SupportConduct weekly one-on-one meetings with all Advisor Prepare, or collaborate with others, to develop consistent services to AdvisorsPrepare package for Advisor to deliver to their clients as part of a pre-sale packageManage 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.Requests such as funds disbursements, account transfers and trade correction requestsProcess, 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 communicationsCoach to Pacesetter 40; coach representative towards effectively using their time to build clientele; support the activity coaching (quantity & quality) initiativeOther projects as assigned by Director of OperationsEducation and Industry ExperienceStrong customer relationship and customer service skillsStrong analytical, problem solving, written and verbal communication skills, with the ability to work well with othersStrong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environmentCommitted to professional development (e.g. licensing, registration, designations)Onboarding SupportHelp set up incoming Advisors to set up workstation, including phone & tech set upBasic website setup Administer Marketing Start-up kit (business cards, stationery, etc)For consideration, please send resumes to amber.clontz@

Created: 2024-11-10