As our
Virtual
Sales Assistant
you will provide support to assigned financial advisors registerred with PlanMember, in the form of submitting new business, handling transfer ins/outs, and maintaining client account information. As one of our valued
Sales Assistants , you will assist in day-to-day operations of a given PlanMember Financial Center or Financial Advisor. Performing tasks assigned by an advisor represents most of the responsibility as a Sales Assistant. Sales Assistants will participate in the Securities Industry Training (“SIT”) program which will provide general securities industry training and prepare them for their job duties. Sales Assistants will be encouraged to obtain FINRA Series 63, 65 and 7 Licenses. Location Information:
On-Site at our Carpinteria, CA Headquarters Salary Range:
Starting salary is typically between $50,000 and $57,000 annually, however, it is ultimately determined by the scope of the position the candidate’s relevant experience, and internal equity. We offer a generous compensation package that includes an attractive benefits package with medical, dental and vision, 401k company match, discretionary profit sharing, PTO, valet parking and more. Responsibilities
Upon completion of Securities Industry Training & Sales Administration, Sales Assistance will be assigned to Financial Advisors to be assigned various tasks for completion. Tasks vary at the discretion of the Advisor and include but are not limited to the following: New account paperwork (PlanMember IRA, PlanMember trust, PlanMember joint, Direct Business) Subsequent investments (PlanMember, Direct) Death claim processing “Not In Good Order”, (NIGO). clearances for various account/product types Sending client birthday cards Updating client information and beneficiary information in CRM Following up on transfers in/out Trust paperwork Contacting outside companies for client service needs, contract & commissioning information, rollover and account funding status Additional Job Duties:
Assist in recruiting onboarding activities, complete additional intermittent training sessions to expand personal capabilities and knowledge of PlanMember Financial Services. Qualifications
Self-sufficient Problem-solving A solution-focused mindset that proactively detects issues and provides timely solutions Superb attention to detail with extensive experience multitasking and managing work independently while still functioning as a supportive team player ‘Customer First’ focused Takes pride in overall success of business and show a desire to assist Advisors in growing their business Education
4-year college degree (any major) or 4 years equivalent work experience Previous experience working in an office setting and/or financial is a plus Proficient in MS Product Suite FINRA licenses SIE, Series 7, 63 and 65 licenses are preferred or highly encouraged to obtain
#J-18808-Ljbffr
Virtual
Sales Assistant
you will provide support to assigned financial advisors registerred with PlanMember, in the form of submitting new business, handling transfer ins/outs, and maintaining client account information. As one of our valued
Sales Assistants , you will assist in day-to-day operations of a given PlanMember Financial Center or Financial Advisor. Performing tasks assigned by an advisor represents most of the responsibility as a Sales Assistant. Sales Assistants will participate in the Securities Industry Training (“SIT”) program which will provide general securities industry training and prepare them for their job duties. Sales Assistants will be encouraged to obtain FINRA Series 63, 65 and 7 Licenses. Location Information:
On-Site at our Carpinteria, CA Headquarters Salary Range:
Starting salary is typically between $50,000 and $57,000 annually, however, it is ultimately determined by the scope of the position the candidate’s relevant experience, and internal equity. We offer a generous compensation package that includes an attractive benefits package with medical, dental and vision, 401k company match, discretionary profit sharing, PTO, valet parking and more. Responsibilities
Upon completion of Securities Industry Training & Sales Administration, Sales Assistance will be assigned to Financial Advisors to be assigned various tasks for completion. Tasks vary at the discretion of the Advisor and include but are not limited to the following: New account paperwork (PlanMember IRA, PlanMember trust, PlanMember joint, Direct Business) Subsequent investments (PlanMember, Direct) Death claim processing “Not In Good Order”, (NIGO). clearances for various account/product types Sending client birthday cards Updating client information and beneficiary information in CRM Following up on transfers in/out Trust paperwork Contacting outside companies for client service needs, contract & commissioning information, rollover and account funding status Additional Job Duties:
Assist in recruiting onboarding activities, complete additional intermittent training sessions to expand personal capabilities and knowledge of PlanMember Financial Services. Qualifications
Self-sufficient Problem-solving A solution-focused mindset that proactively detects issues and provides timely solutions Superb attention to detail with extensive experience multitasking and managing work independently while still functioning as a supportive team player ‘Customer First’ focused Takes pride in overall success of business and show a desire to assist Advisors in growing their business Education
4-year college degree (any major) or 4 years equivalent work experience Previous experience working in an office setting and/or financial is a plus Proficient in MS Product Suite FINRA licenses SIE, Series 7, 63 and 65 licenses are preferred or highly encouraged to obtain
#J-18808-Ljbffr