Interested in administrative or support work? These are examples of some of the functional roles in our firm:
Sales Assistant - should be insurance licensed in home state. Role: actively engaged with customers regarding their products and services with the firm including but not limited to following up / answering questions in the financial representative's absence as licensing will allow. May assist financial rep with service of B and C clients as licensing would allow (i.e., no securities customers). Other administrative duties as needed.
Administrative Assistant - unlicensed and unregistered. Role: Strictly administrative role assisting a financial services representative including back office communication (follow up with underwriters, etc.), filing, and other administrative duties. Limited public contact restricted to administrative duties only.
Executive Assistant - unlicensed administrative position. Role: Acts as Managing Partner's administrative assistant.
New Business Administrator - unlicensed administrative position. Role: Responsible for coordination of all submitted new business, ensuring principal sign off from registered principals, follow up for requirements, commission research, etc.
Brokerage Support Coordinator - unlicensed and unregistered position. Role: assists Brokerage Manager in case design, running competitive reports and/or illustrations. Assist in the creation of brokerage marketing materials. Answer questions on commission payments from brokers. (No public contact because no licenses are maintained.)
Internship - Our program offers seasonal internships throughout our Operations Department.
We are strongly committed to diversity and equal opportunity.