Financial Retail Sales Assistant - Non-Registered jobs in Bergenfield, NJ

(Financial Advisor, Financial Professional, of Team of senior financial professionals) seeking a (FT/PT) sales assistant for their practice in (Town/County/NJ).

Responsibilities include but are not limited to:

• Submit new client insurance and investment paperwork and assist with new account openings, transfers, and transactions

§ Assist with insurance new business. Obtain pre-sale pricing and coordinate underwriting process, including scheduling of exams, obtaining medical and financial records, and finalizing contract delivery with client and advisor.

§ Deliver superior client service—troubleshoot problems and serve as a liaison between adviser and client as needed.

§ Maintain client records in CRM database. Communicate confidential client information professionally and discreetly

§ Schedule appointments and maintain calendars

§ Research information needed for client meetings. Prepare documents, notes, and presentation materials, as required

§ Answer, screen and route phone calls for advisors, assisting clients directly or taking messages as appropriate

§ Compose and type general correspondence

§ Proofread documents and marketing materials to ensure quality control

Job Requirements:

Bachelor’s degree or equivalent experience (preferred/required or preferred but not required)

1-3 years of experience (Financial Services experience preferred);

Excellent typing, spelling, and proofreading skills required

(Life, health, and securities licenses preferred) (but not required).

Proficient in Microsoft Office and Salesforce CRM software

§ Good verbal and written communication skills

§ Ability to work independently and establish priorities

§ Ability to handle multiple requests simultaneously and respond quickly

§ Highly organized, with attention to detail

§ Consistent follow-through and communication to team members regarding status of open items

§ Ability to recommend procedures and reporting to improve the effectiveness of the team

§ Client-first attitude

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 250 Pehle Ave., Suite 405, Saddle Brook, NJ 07663 (973)237-0100 CRN202703-6028278

Job Type: Part-time

Pay: $18.00 - $20.00 per hour

Expected hours: 20 per week

Benefits:

• Flexible schedule
• Paid time off
• Paid training
• Parental leave

Compensation package:

• Yearly bonus

Schedule:

• Monday to Friday
• No nights
• No weekends

Travel requirement:

• No travel

License/Certification:

• Driver's License (Preferred)

Ability to Commute:

• Saddle Brook, NJ 07663 (Required)

Work Location: Hybrid remote in Saddle Brook, NJ 07663