Embark on a journey through the realm of insurance marketing and distribution with West Advisory Group, located in Erie, Pennsylvania.
Motivated by a commitment to innovation and excellence in client service, we are forging a path towards a future where technology and outstanding client care uplift every part of our sector.
We welcome passionate individuals to join us on our quest to revolutionize the financial industry.
*Position*: _New Business Processor/Client Service Rep_
_(The Salary range for this position is $40,000-$50,000)_
*Role Outline*: Step into a vital role managing new annuity contracts and documentation, propelling our advisors towards achievement.
Your commitment to strict compliance with both internal and external guidelines will bolster our goal of delivering precise and swift service to clients and advisors alike.
*Key Responsibilities*:
* Accurately process and follow up on new annuity applications, ensuring compliance.
* Collaborate to resolve application issues with internal and external partners.
* Develop and sustain advisor relationships, providing exceptional customer service.
* Remain informed about industry regulations and company processes for annuity products.
* Assist in forming and implementing procedures for enhanced accuracy and efficiency.
* Contribute to team objectives by achieving relevant results.
*Qualifications*:
* 1-2 years in a similar role, preferably in the financial services or insurance domain.
* Understanding of annuity application and paperwork processes.
* Sharp attention to detail and organizational skills.
* Stellar written and verbal communication.
* Strong problem-solving and critical thinking.
* Proficiency in Microsoft Office Suite; familiarity with relevant software platforms a plus.
*Why Choose West Advisory Group*? Journey beyond a mere workplace; explore possibilities and push boundaries at West Advisory Group.
Apply now to set sail towards a rewarding career journey with us.
*Diversity and Inclusion*: At West Advisory Group, we celebrate diversity and varied perspectives of our team members.
Grounding our success in a culture that embraces inclusion and mutual respect, we welcome applications from all qualified individuals, without regard to their race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status.
Job Type: Full-time
Pay: $40,000.
00 - $50,000.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Life insurance
* Paid time off
* Vision insurance
Schedule:
* Monday to Friday
Ability to Relocate:
* Erie, PA: Relocate before starting work (Required)
Work Location: In person
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