Financial Advisor Assistant

About MERIT Insurance Services MERIT Insurance Services was founded in West Hartford, Connecticut. This business has been serving Americans since 1957, providing a personal yet professional guide for a variety of insurance needs. As a nationally recognized brokerage agency, MERIT has earned their success and reputation through high quality service, products, and education. Job Summary We are seeking a dynamic and detail-oriented Financial Advisor Assistant to join our team. In this role, you will be responsible for building and maintaining strong relationships with agents and brokers who market our products and services. This is a support-driven position where you will work closely with the MERIT Sales team, handling a variety of tasks essential to the smooth operation of our business. Primary Responsibilities: Support the Sales team by reviewing new insurance applications for accuracy and completeness. Answer agent/broker questions related to product features, underwriting niches, and application processes. Fulfill literature requests and generate illustrations and quotes for agents and brokers. Serve as a positive and professional representative of MERIT, contributing to continued sales growth. Stay updated on company products, processes, and how agents/brokers interact with them. Develop a strong understanding of the insurance industry, market trends, and legal environments to provide value-added service. Collaborate with the Sales and Case Management teams to encourage business placement with MERIT. Build and maintain strong relationships with agents, brokers, and carrier representatives. Field inbound calls and respond promptly to voicemail and email requests. Primary Skills & Requirements: Ability to manage multiple responsibilities simultaneously. Strong attention to detail and excellent organizational skills. Charismatic and outgoing with strong communication skills. Team-oriented with a positive attitude. Ability to prioritize and manage tasks in a fast-paced environment. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Ability to quickly learn new software, including illustration and system programs. About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit . Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.

Created: 2024-11-12