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Sales Assistant

Location: Joliet
Posted on: November 25, 2022

Job Description:

A successful Financial Planning Practice in Joliet, IL is seeking a qualified professional to join their team in the important role of full-time Sales Assistant.
This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to the advisor and clients in a reliable, efficient and professional manner.
Candidate must be extremely organized, detail-oriented and a self-starter.
Skills Required:

  • Ability to develop strong client relationships
  • Excellent oral and written communication skills
  • Ability to work independently
  • Problem solver and critical thinker
  • Ability to anticipate client and advisor needs
  • Capable of working under deadlines
  • Ability to do research to answer questions independently
  • Detail-oriented
  • Excellent time management
    • Series 6/7 and 63/66 FINRA registrations preferred
    • Customer service experience required
    • MoneyGuidePro experience preferred
    • Word processing and spreadsheet experience required.
    • Organizational and time management skills (i.e., ability to manage multiple priorities)
    • Preferably securities registration with at least 2 years of previous experience in a sales support role or the equivalent combination of education and experience for the right candidate
      • Responsible for client contact which includes communication by phone and email
      • Clients servicing to include general account inquiries, account changes, distributions, beneficiary changes, account updates, etc.
      • Client appointment preparation (running performance reports)
      • Assistance with scheduling client appointments via our scheduling software
      • Monitor incoming and outgoing mail
      • Document client interactions via our Client Relationship Management (CRM) system
      • Prepare and submit client paperwork and financial transactions
      • Prepare and process paperwork or new & existing business for primarily brokerage platform investments with the occasional annuity and life insurance products
      • Respond to and correct paperwork not in good order
      • Other projects and tasks as assignedSoftware Used:
        • MoneyGuidePro, CRM, MS Outlook, Excel, and Word

Keywords: THE VOYAGER GROUP, LTD., Joliet , Sales Assistant, Sales , Joliet, Illinois

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