Client Service Representative
Company: Vista Wealth Management Group
Location: Schaumburg
Posted on: May 25, 2023
|
|
Job Description:
*Role: Associate Financial Representative*
GROWTH POTENTIAL - COMPETITIVE SALARY - ATTRACTIVE BENEFITS
* _OVERALL FUNCTION_
_*The position will play an integral role in supporting our
financial advisors throughout the sales process and in growing our
business. Without this role, our advisors could not devote their
full efforts to our clients; therefore, we view this role as
central to our success as an overall team.You are a fit for this
role if you embody our Core Values---*_
* _*Grow or Die:*_ Committed to professional development
(licensing; IL Life & Health Insurance
License, FINRA registration, SIE, Series 63, Series 7, and/or other
professional designations)
* _*Trustworthy: *_ You are honest and truthful in your
communication and value integrity
* _*Ethical:*_ You have an upright character and always do what is
right, not what is easy
* _*Dedicated:*_ You are committed to the work that you do and you
put passion into that work
* _*Positive Attitude:*_ You are excited to speak with and to help
clients and show up with enthusiasm as well as provide positive
encouragement to your team members
_*And if you have the following---*_
* You are passionate about the process and about efficiency, you
possess a knack for maximizing time, prioritizing tasks, and
streamlining workflow
* You are fervent about the confidentiality of client data and show
discretion in sensitive matters
* You are intellectually curious, always asking "why," connecting
the dots, and seeking to solve problems
* You are obsessed with details, organization, and order
* You can work both autonomously and collaboratively and can pivot
between different areas of support to lend a helping hand
* You have excellent oral and written communication skills
* You have confidence in a variety of settings, are able to hold
your own, think on your feet, and answer questions directly
* You have a desire for managing and for providing an overall
positive client experience
_*Bonus points for------*_
* 2 years or more of experience in the financial industry or
business-related field
* Bachelor's Degree in business related field preferred
* Broad knowledge and experience with MS Office applications such
as: Word, Excel, and Outlook
* Ability to assess client needs
_*Financial Representative Support*_
* Oversee case notes, process correspondence, and maintain client
case files
* Maintain financial representative's calendar and reach out to
schedule follow-up appointments
* Answer and direct telephone calls as appropriate
* Input data, run proposals, and gather information at direction of
financial representative in preparation for client/prospect
meeting
* Contact clients to confirm receipt of forms or request return of
completed form and maintain current client information
* Communicate with home office, NMIS, and fund families to supply
or obtain information
* Prepare policies for delivery
_*Client Service Support*_
* Participate with various activities in the sales cycle for
non-securities products
* Meet with clients to complete non-securities, insurance related
applications
* Actively participate in conservation of existing non-securities
business
* 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 non-securities sales and
service-related issues
* Process incoming non-securities related insurance service
requests from clients
*SALARY & BENEFITS*
* $40,000 - $60,000 base salary ( _depending on licenses,
credentials, and experience)_
* Build your salary by continual professional development
* Bonus potential
* *Benefits*: 401(k) with Match & Profit Sharing, Short-term
Disability, Long-term Disability, Health, Vision, and Dental
*Please send your resumes and any questions to Daniel Barrett at
d.barrett@nm.com*
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Vision insurance
Physical setting:
* Office
Schedule:
* 8 hour shift
* Monday to Friday
* No weekends
Supplemental pay types:
* Bonus pay
Ability to commute/relocate:
* Schaumburg, IL 60173: Reliably commute or planning to relocate
before starting work (Required)
Application Question(s):
* Are you willing to undergo a background check and a drug
test?
Education:
* Bachelor's (Preferred)
Experience:
* Financial services: 1 year (Preferred)
Work Location: In person
Keywords: Vista Wealth Management Group, Schaumburg , Client Service Representative, Sales , Schaumburg, Illinois
Click
here to apply!
|