Retirement Sales Associate supporting Exclusive Agents and clients in managing retirement rollover cases. Working in a fully remote or hybrid capacity to ensure a high - quality client experience.
About the role
- Sales Assistant responsible for generating sales reports and supporting the sales team. Ensuring safety and being involved in office supply management and customer communications.
Responsibilities
- Maintaining/generating various daily/weekly/monthly sales & marketing reports
- Assisting sales team wherever workload demands
- Organizing customer visits
- Maintaining/ordering office supplies
- Answering incoming phone calls for the sales department
Requirements
- Ability to initiate, lead, and uphold safety policies, practices, procedures, and housekeeping standards at all times
Benefits
- Medical
- Dental
- Vision
- Disability Insurance
- 401K and Roth accounts
- Profit sharing
- Pay-for-performance bonuses
- Paid parental leave
- Tuition reimbursement
- Stock program
- Scholarships
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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