Sales Assistant
$33,571,200–$45,406,400 year
On-sitePrinceton, West Virginia, United States
Job Summary
Review and submit account paperwork to Broker/Dealer and annuity companies for processing, maintaining appropriate records and confirming successful transaction implementation. Answer telephone calls, respond to customer service requests, and research account issues including errors, name changes, and dividend statuses. Coordinate business plan elements for prospecting new clients through seminars, direct mail campaigns, and scheduling review meetings to retain existing clients. Perform general clerical duties such as typing correspondence, making copies, ordering supplies, and filing. Complete required continuing education for licenses and regulatory compliance, monitor daily risks per the Risk Management Program, and ensure adherence to regulatory laws and company policies.
Required Qualifications
- High school diploma or equivalent
- Ability to sit in front of a computer for extended periods of time
- Ability to travel, occasionally overnight
Desired Qualifications
- Bachelor's degree in related field or equivalent education and work related experience preferred
- Two years of related experience preferred
- Excellent verbal and written communication skills
- Excellent interpersonal and customer service skills
- Excellent organizational skills and attention to detail
- Strong analytical and problem-solving skills
- Proven record of delivering outstanding customer service
- Demonstrated proficiency using common office software and systems
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