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, shining brightly in the financial advisory sector from Biloxi, Mississippi, is committed to revolutionizing retirement planning.
Boasting more than three decades of exceptional service and supported by a vibrant team and robust marketing initiatives, we lead the charge in crafting personalized financial plans.
The Opportunity:
Are you ready to take on a role that genuinely impacts individuals' futures? Where every action you perform brings someone closer to achieving their retirement goals? We're in search of a Client Service Representative, a crucial part of our quest for financial empowerment.
Your expertise in managing the details of annuity applications, with a focus on fixed-indexed annuities, as well as life insurance and SEC-registered RIA procedures, will be key to our pledge to our clients:
ensuring stability, promoting growth, and delivering peace of mind.
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? Becoming part of Roberts Wealth Management transcends the mere acceptance of a job offer; it's an invitation to embark on a career filled with the potential for growth, the rewarding experience of making a significant impact on individuals' lives, and the opportunity to be a frontrunner in financial innovation.
Your contributions will profoundly influence numerous people, guiding them to a future enriched with financial security and contentment.
This is your moment to elevate beyond the ordinary, dive into a position filled with purpose, and become a member of a team that values hard work, dedication, and a sincere desire to help others.
This opportunity is more than a mere employment proposition; it's a summons to shape 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 Compensation package:
Bonus opportunities Schedule:
8 hour shift Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Roberts Wealth Management, shining brightly in the financial advisory sector from Biloxi, Mississippi, is committed to revolutionizing retirement planning.
Boasting more than three decades of exceptional service and supported by a vibrant team and robust marketing initiatives, we lead the charge in crafting personalized financial plans.
The Opportunity:
Are you ready to take on a role that genuinely impacts individuals' futures? Where every action you perform brings someone closer to achieving their retirement goals? We're in search of a Client Service Representative, a crucial part of our quest for financial empowerment.
Your expertise in managing the details of annuity applications, with a focus on fixed-indexed annuities, as well as life insurance and SEC-registered RIA procedures, will be key to our pledge to our clients:
ensuring stability, promoting growth, and delivering peace of mind.
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? Becoming part of Roberts Wealth Management transcends the mere acceptance of a job offer; it's an invitation to embark on a career filled with the potential for growth, the rewarding experience of making a significant impact on individuals' lives, and the opportunity to be a frontrunner in financial innovation.
Your contributions will profoundly influence numerous people, guiding them to a future enriched with financial security and contentment.
This is your moment to elevate beyond the ordinary, dive into a position filled with purpose, and become a member of a team that values hard work, dedication, and a sincere desire to help others.
This opportunity is more than a mere employment proposition; it's a summons to shape 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 Compensation package:
Bonus opportunities Schedule:
8 hour shift Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
