Financial Professional Coordinator - Remote (Eastern/Central Time Zone)

TruStage

3d•Remote

About The Position

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position will be working in a virtual environment to improve the efficiency and productivity of financial services professionals. This position will support multiple financial service professionals, as assigned. The incumbent, via a centralized location, provides operational, marketing, and administrative support to assigned financial services professional(s).

Requirements

High school diploma
Ability to work well within a team environment, as well as independently
Strong organizational skills
Strong communication skills both verbally and in writing
Comfortable working both face-to-face and over the phone with people
Strong attention to detail
Previous experience with Salesforce and proficient with Microsoft Office tools

Nice To Haves

Experience working with Credit Unions
Strong understanding of Salesforce
Any background in using ClientWorks
While licenses are not required, anyone with any licenses completed is preferred. (SIE, Life/Health, Series 6, etc.)
Role has the ability to become a Licensed Sales Assistant
Marketing background is helpful

Responsibilities

Support the marketing efforts of the program
Assemble seminar packets
Coordinate logistics of seminars
Maintain lobby marketing materials supply
Coordinate mailings
Execute basic marketing activities at the member level birthday cards newsletters
Administrative support to financial services professional(s)
Coordinate the financial services professional(s) schedule
Maintain financial services professional(s) calendar
Set up and confirm appointments with members
Manage phone calls for financial services professional(s)
Order supplies
Create and manage contact information
Support success of program
Coordinate and track referrals
Conduct training with CU employees on program processes
Program reporting
Support TruStage Wealth Management Solutions (TWMS) Compliance initiatives
Maintain confidential member information by adhering to TWMS’ policies and procedures for data security and privacy
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.