Financial Services Specialist

Chesser Financial
Champaign, IL Full Time
POSTED ON 1/13/2023 CLOSED ON 1/8/2024

Job Posting for Financial Services Specialist at Chesser Financial

Chesser Financial is seeking to hire a financial services professional to join a team of advisors and sales assistants with over 100 years of combined experience. As a firm, we develop long-term relationships with our clients, teaching and equipping them for the financial decisions they make throughout their lives.

We are expanding our team and want to hire a professional who can foster greater client engagement and meet the administrative needs of a growing practice. The ideal candidate holds a high view of service to clients, pays rigorous attention to detail, and takes initiative to learn and teach others in a continually changing industry.

Our team structure also allows for career advancement through paid training and licensing. 40% of our licensed advisors began their careers at Chesser Financial as unregistered assistants, and all our team members are encouraged to obtain licenses and seek further industry education.

Salary

$45k-$60k

Benefits

Retirement Plan

Credit for health insurance premiums

Paid training

Opportunities for advancement

Qualifications

3 years of experience in financial services or a related field (preferred)

Life insurance producer license (preferred)

Series 6, 7, 63, 65, or 66 licenses (preferred)

Skills

Clear oral and written communication

Detailed notation of activities using a client relationship manager (CRM)

High-level reading comprehension

Ability to communicate complex concepts in easy-to-understand language

Collaboration toward achieving the goals of the team

Job Duties

Respond to client requests for trades, deposits/withdrawals, policy loans, and other miscellaneous items

Monitor and ensure completion of client requests, including cashiering services and balance transfers

Initiate and monitor death claim procedures

Coordinate payment of insurance premiums from client accounts

Coordinate required minimum distributions and 72(t) withdrawals from client accounts

Generate paperwork for and process new investment and insurance business

Assist in answering phones and greeting clients at the office location as needed

Assist in other clerical duties as needed

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

  • Retirement plan

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

COVID-19 considerations:
Chesser Financial adheres to the guidelines set in place by the State of Illinois and will continue to adjust its COVID-19 precautions accordingly.

Ability to commute/relocate:

  • Champaign, IL 61820: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

  • Financial services: 3 years (Preferred)

Work Location: One location

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