GG & E Wealth Management Advisors
Client ServicesMarketing Associate
GG & E Wealth Management Advisors, West Hartford, Connecticut, United States,
Job DescriptionJob Description
Local financial planning and wealth management firm looking to add a Client Services and Marketing Associate. Full-time salaried role with medical insurance and 401(k) with employer match.
Client Service Support
Set up Annual Review appointments for both insurance and investment clients
Arrange ZOOM meetings
Manage the Representative’s Outlook calendars
Answer telephone calls and direct them as appropriate
Contact clients to set up follow-up meetings with Representative
Greet clients when they arrive for in-person meetings
Update changes in client’s information on all their products as well as maintain spreadsheets and lists with the information
Send client birthday cards and add to representatives calendar.
Manage group inbox and forward to staff members
Contact clients regarding late payments or returned checks
Oversee the processing of new insurance policy applications and monitor Daily Status Report (DSR) for any additional underwriting requirements
Process insurance service requests such as changes in bank details, loan requests, and ISA service inquiries
Assist in the preparation of materials for client meetings
Reach out to outside carriers to obtain up-to date information for client reviewsHandle death claims for beneficiaries
Scan and file statements/correspondences in One Drive
In charge of the Holiday cards & gifts to clients
Maintain the gift log
Marketing
Create positive first impressions with clients and prospects by managing the office environment (decorating for holidays)
Manage the term conversion and APB process
Plan and execute on opportunities for client appreciation and/or prospecting events
Develop and execute on a marketing plan that includes review of the effectiveness of the efforts above, return on investments and tracking towards agreed upon measures of success
Incorporate marketing as a standing topic in team meetings to report on progress, connect on key client/prospect information obtained and identify new opportunities
Utilize home office resources such as marketing newsletters and webinars to keep abreast of what is available
Manage compliance approvals of marketing materials
Work with the advisor to define ideal clients for each marketing segment and refine regularly
Record and maintain segments within CRM
Develop a process to obtain client preferences and track within the client management system
Create, document, and drive execution of a referral process
Manage digital presence:
Customize advisor’s website on a regular basis to attract prospects and communicate the value proposition of the practice
Develop a strategy to drive traffic to the website and convert that traffic into connections
Leverage and maintain CRM Engage (Newsbrief, Ecards, Campaigns, etc.) to stay top of mind with existing clients and enhance client experience
Maximize social media presence to drive engagements by posting frequently and leveraging social media campaigns
Webcasts
Qualifications
Financial Service or Insurance industry experience preferred
Health and life license or actively start the process of obtaining this license upon hire
Marketing experience preferred
Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
Superior interpersonal skills
Ability to establish instant credibility with clients and prospects
Strong attention to detail with the ability to work with a high degree of accuracy
Superior written and oral communication skills
Ability to maintain a high degree of confidentiality
Ability to proactively identify what needs to be accomplished and take action as appropriate
Ability to work both independently and on a team
Familiarity with Microsoft applications and data entry and information retrieval software
Ability to work in a fast-paced environment
Demonstrate organizational and time management skills and ability to multitask, set priorities and meet deadlines
Local financial planning and wealth management firm looking to add a Client Services and Marketing Associate. Full-time salaried role with medical insurance and 401(k) with employer match.
Client Service Support
Set up Annual Review appointments for both insurance and investment clients
Arrange ZOOM meetings
Manage the Representative’s Outlook calendars
Answer telephone calls and direct them as appropriate
Contact clients to set up follow-up meetings with Representative
Greet clients when they arrive for in-person meetings
Update changes in client’s information on all their products as well as maintain spreadsheets and lists with the information
Send client birthday cards and add to representatives calendar.
Manage group inbox and forward to staff members
Contact clients regarding late payments or returned checks
Oversee the processing of new insurance policy applications and monitor Daily Status Report (DSR) for any additional underwriting requirements
Process insurance service requests such as changes in bank details, loan requests, and ISA service inquiries
Assist in the preparation of materials for client meetings
Reach out to outside carriers to obtain up-to date information for client reviewsHandle death claims for beneficiaries
Scan and file statements/correspondences in One Drive
In charge of the Holiday cards & gifts to clients
Maintain the gift log
Marketing
Create positive first impressions with clients and prospects by managing the office environment (decorating for holidays)
Manage the term conversion and APB process
Plan and execute on opportunities for client appreciation and/or prospecting events
Develop and execute on a marketing plan that includes review of the effectiveness of the efforts above, return on investments and tracking towards agreed upon measures of success
Incorporate marketing as a standing topic in team meetings to report on progress, connect on key client/prospect information obtained and identify new opportunities
Utilize home office resources such as marketing newsletters and webinars to keep abreast of what is available
Manage compliance approvals of marketing materials
Work with the advisor to define ideal clients for each marketing segment and refine regularly
Record and maintain segments within CRM
Develop a process to obtain client preferences and track within the client management system
Create, document, and drive execution of a referral process
Manage digital presence:
Customize advisor’s website on a regular basis to attract prospects and communicate the value proposition of the practice
Develop a strategy to drive traffic to the website and convert that traffic into connections
Leverage and maintain CRM Engage (Newsbrief, Ecards, Campaigns, etc.) to stay top of mind with existing clients and enhance client experience
Maximize social media presence to drive engagements by posting frequently and leveraging social media campaigns
Webcasts
Qualifications
Financial Service or Insurance industry experience preferred
Health and life license or actively start the process of obtaining this license upon hire
Marketing experience preferred
Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
Superior interpersonal skills
Ability to establish instant credibility with clients and prospects
Strong attention to detail with the ability to work with a high degree of accuracy
Superior written and oral communication skills
Ability to maintain a high degree of confidentiality
Ability to proactively identify what needs to be accomplished and take action as appropriate
Ability to work both independently and on a team
Familiarity with Microsoft applications and data entry and information retrieval software
Ability to work in a fast-paced environment
Demonstrate organizational and time management skills and ability to multitask, set priorities and meet deadlines