Job Title

A successful Financial Planning Practice in Greenville, OH is seeking a qualified professional to join their team in the important role of part-time Sales Assistant (20 hours per week).This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient, and professional manner. Candidate must be extremely organized, detail-oriented and a self-starter.Skills Required:Excellent oral and written communication skillsAbility to work independentlyProblem solver and critical thinkerCapable of working under deadlinesAbility to do research to answer questions independentlyDetail-orientedExcellent time management Knowledge/Experience:Series 6/7 and 63/66 FINRA registrations preferred but not necessary Customer service experience requiredKnowledge or history of working with voluntary group insurance benefits: life insurance, disability, vision, FSA, cafeteria plansWord processing, spreadsheet, MS Outlook experience requiredSalesforce & Zoom experience preferredOrganizational and time management skills (i.e., ability to manage multiple priorities)Preferably at least 2 years of previous experience in a sales support role or the equivalent combination of education and experience for the right candidateAbility to learn other internal and external software systemsResponsibilities:Responsible for client contact which includes communication by phone and emailAssist clients with service needs, including general account inquiries, account changes, distributions, beneficiary changes, account updates, etc. Inform financial advisor of client issues of significant concernsPerform research to answer questionsClient appointment preparation - prepare reports, collect annuity and insurance statements, provide advisor with meeting notes and brief on any outstanding client needs/issuesAssistance with scheduling client appointments via our scheduling softwareSchedule open enrollment meetings with school districts and corporate clientsMonitor incoming and outgoing mailDocument client interactions via our Client Relationship Management (CRM) system Prepare and process paperwork for new & existing business for investments and life insurance productsRespond to and correct paperwork not in good order Maintain office in a clean and orderly mannerOther projects and tasks as assignedSoftware Used:MS Outlook, Excel, Word, Zoom, Salesforce CRM