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New Business Processor / Registered Sales Assistant

Signature Wealth Concepts, LLC Scottsdale, AZ

  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Signature Wealth Concepts, LLC is a financial planning firm located in Scottsdale, AZ. Our team is growing and we are seeking a New Business Processor/ Registered Sales Assistant to join our team! You will be responsible for supporting our financial sales professionals with the processing of their new business transactions. The ideal candidate will be process oriented, have an eye for detail, and work with a sense of urgency. Ability to work autonomously but also thrive in a team environment.

Responsibilities:

  • Review and process Life Insurance, Annuity and new business in an efficient manner
  • Process and handle client service requests: address changes, name changes, beneficiary changes, ownership changes, distribution requests, etc.
  • Update and maintain accurate client records
  • Professionally handle incoming/outgoing inquiries by phone and email
  • Compile and record client data accurately in the CRM system
  • Organize and oversee special projects
  • Participates in virtual new business team meetings with the firm

Qualifications:

  • Previous experience in customer service, sales, and financial office environment
  • Strong verbal and written communication skills
  • Detail oriented and ability to prioritize and multitask
  • Positive and professional demeanor
  • Skilled in Microsoft Office/ Excel/ Word/ Salesforce
  • Understands insurance products, procedures, and systems capabilities (experience working in a financial firm)
  • Living in Arizona (work from home position)
  • Bachelor Degree is a plus
  • MUST be licensed in Arizona and hold an active FINRA S7 and S66 license (AZ life & health license is a plus)
    • Please only apply is you meet this criteria

Schedule:

  • 8 hr shift (Monday-Friday) 8am- 4pm
  • Schedule flexible upon discussion

Signature Wealth Concepts, LLC

Address

14851 N. Scottsdale Rd

Scottsdale, AZ
USA
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