Client Service Representative
Magellan Financial Magellan Financial Biloxi, MS Biloxi, MS Full-time Full-time $60,000 - $80,000 a year $60,000 - $80,000 a year 1 day ago 1 day ago 1 day ago Client Service Representative (Insurance/ Investments Processor) Who We Are:
Roberts Wealth Management, a beacon in the financial advisory world based in Biloxi, Mississippi, is driven to transform the approach to retirement planning.
With a legacy of over 30 years of outstanding service and powered by a dynamic team and extensive marketing efforts, we are at the forefront of delivering customized financial strategies.
The Opportunity:
Are you prepared to embrace a position that makes a tangible difference in people's lives? Where each task you undertake moves an individual nearer to their retirement aspirations? We are on the lookout for a Client Service Representative, an essential figure in our mission to financially empower.
Your skill in handling the intricacies of annuity applications, especially fixed-indexed annuities, as well as life insurance and processes related to SEC-registered RIAs, will form the foundation of our commitment to our clients:
providing stability, fostering growth, and ensuring tranquility.
Primary
Responsibilities:
Masterful handling of annuity and life insurance applications, ensuring precision and client satisfaction.
Expert management of new account paperwork and ACAT processes, contributing to our seamless client onboarding experience.
Collaborative efforts with our advisory team, enhancing our service delivery through your detailed and organized work ethic.
Required Qualifications and Skills:
Proven prowess in Firelight application software and a thorough understanding of fixed-indexed annuity applications.
Experience with life insurance applications, new account paperwork for Fee-Based Advisory business, and ACAT paperwork.
A detail-oriented, dependable character with a penchant for teamwork and a client-first mindset.
Eagerness to learn, adapt, and grow within our process and procedures, with an eye on long-term career advancement.
A blend of motivation, hard work ethic, and a slight financial drive, ready to embrace the opportunities our thriving environment offers.
Why Join Us? Joining Roberts Wealth Management means more than just accepting a position; it's about stepping into a career path rich with opportunities for growth, the satisfaction of making a real difference in people's lives, and the privilege of leading in the realm of financial innovation.
With us, your efforts will significantly impact countless individuals, steering them towards a future brimming with financial stability and satisfaction.
Seize this opportunity to move beyond the mundane, immerse yourself in a role that's replete with meaning, and join a team that prizes diligence, commitment, and a true zeal for assisting others.
Don't miss out on this chance.
It's not just a job offer; it's a call to your future.
This position does not accept remote applicants.
Roberts Wealth Management is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.
Job Type:
Full-time Pay:
$60,000.
00 - $80,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus opportunities Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Roberts Wealth Management, a beacon in the financial advisory world based in Biloxi, Mississippi, is driven to transform the approach to retirement planning.
With a legacy of over 30 years of outstanding service and powered by a dynamic team and extensive marketing efforts, we are at the forefront of delivering customized financial strategies.
The Opportunity:
Are you prepared to embrace a position that makes a tangible difference in people's lives? Where each task you undertake moves an individual nearer to their retirement aspirations? We are on the lookout for a Client Service Representative, an essential figure in our mission to financially empower.
Your skill in handling the intricacies of annuity applications, especially fixed-indexed annuities, as well as life insurance and processes related to SEC-registered RIAs, will form the foundation of our commitment to our clients:
providing stability, fostering growth, and ensuring tranquility.
Primary
Responsibilities:
Masterful handling of annuity and life insurance applications, ensuring precision and client satisfaction.
Expert management of new account paperwork and ACAT processes, contributing to our seamless client onboarding experience.
Collaborative efforts with our advisory team, enhancing our service delivery through your detailed and organized work ethic.
Required Qualifications and Skills:
Proven prowess in Firelight application software and a thorough understanding of fixed-indexed annuity applications.
Experience with life insurance applications, new account paperwork for Fee-Based Advisory business, and ACAT paperwork.
A detail-oriented, dependable character with a penchant for teamwork and a client-first mindset.
Eagerness to learn, adapt, and grow within our process and procedures, with an eye on long-term career advancement.
A blend of motivation, hard work ethic, and a slight financial drive, ready to embrace the opportunities our thriving environment offers.
Why Join Us? Joining Roberts Wealth Management means more than just accepting a position; it's about stepping into a career path rich with opportunities for growth, the satisfaction of making a real difference in people's lives, and the privilege of leading in the realm of financial innovation.
With us, your efforts will significantly impact countless individuals, steering them towards a future brimming with financial stability and satisfaction.
Seize this opportunity to move beyond the mundane, immerse yourself in a role that's replete with meaning, and join a team that prizes diligence, commitment, and a true zeal for assisting others.
Don't miss out on this chance.
It's not just a job offer; it's a call to your future.
This position does not accept remote applicants.
Roberts Wealth Management is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.
Job Type:
Full-time Pay:
$60,000.
00 - $80,000.
00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance Schedule:
8 hour shift Monday to Friday Supplemental pay types:
Bonus opportunities Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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