The Financial Advisor/Individual Health Insurance Producer is responsible for performing duties in the Investment Center and the insurance field as necessary to profitably manage client relationships while meeting compliance requirements. Serves as a “point of sale” representative acting as a conduit between our broker/dealer, vendor companies and clients. Undergraduate degree in Economics, Business Administration, or comparable business experience required. Two years experience in sales/financial related fields preferred. Appropriate licensure or the ability obtain licensure is required. This is a full-time position, Monday-Friday, 8:00 a.m. to 5:00 p.m. with weekends and holidays as needed.
This position will provide administrative support to the Marketing/HR function of the Company including support of the Ambassador Club programs and other miscellaneous marketing programs and HR activities. The successful candidate will need strong computer skills to include building and maintaining spreadsheets, utilizing PowerPoint and mail merge functions and light work with graphics packages. Excellent customer experience skills are necessary as well as the ability to handle multiple functions and priorities. This is a full-time position (Monday-Friday, 8:00 a.m. to 5:00 p.m., some Saturdays).
This position involves answering customer inquiries while assisting with statement preparation, processing in-going and out-going mail, processing returned mail, and processing check and deposit orders and other documents. Great customer service is a must while being able to provide back up to others in the department. This is a full-time position (Monday-Friday, 8:00 a.m. to 5:00 p.m. with occasional Saturday mornings).
Provide excellent front-line customer service and process daily transactions while maintaining accuracy in accordance with the Teller training manual. This is a full-time position. Monday-Friday, 7:45 a.m. to 5:00 p.m. and rotating Saturday mornings.