Geiger Wealth
This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects. This role will require you to manage all aspects of the client experience at Gieger Wealth: application submission and account transfer follow-up, incoming client calls, outbound follow-ups, appointment setting, calendar management, database management, and client appointment preparation.
Responsibilities
Receive incoming client service calls in a friendly, warm manner
Set new appointments with incoming prospective leads
Calendar Management for the office
Process & follow-up on client service work
Complete and process new business applications
Update & review database/CRM to reflect account status regarding new business and/or service
Maintain an organized, compliant, and efficient filing system
Follow up on pending business and contact individual clients with updates
Assist Advisors with pre-appointment requirements
Prepare, manage, and track the new business pipeline
Assist Advisors with client support and mailings, educational workshops, and client events as needed
Act as phone back-up to other members of the team
Maintain current Advisor’s licenses and appointments with agencies and companies
Qualifications
Prior experience working in the financial industry is preferred
Life Insurance & Securities License(s) preferred
Strong attention to detail
Excellent verbal and non-verbal communication
Compensation $55,000 per year
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Responsibilities
Receive incoming client service calls in a friendly, warm manner
Set new appointments with incoming prospective leads
Calendar Management for the office
Process & follow-up on client service work
Complete and process new business applications
Update & review database/CRM to reflect account status regarding new business and/or service
Maintain an organized, compliant, and efficient filing system
Follow up on pending business and contact individual clients with updates
Assist Advisors with pre-appointment requirements
Prepare, manage, and track the new business pipeline
Assist Advisors with client support and mailings, educational workshops, and client events as needed
Act as phone back-up to other members of the team
Maintain current Advisor’s licenses and appointments with agencies and companies
Qualifications
Prior experience working in the financial industry is preferred
Life Insurance & Securities License(s) preferred
Strong attention to detail
Excellent verbal and non-verbal communication
Compensation $55,000 per year
#J-18808-Ljbffr