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About the role
Key responsibilities & impact- Performing research and providing answers for customer generated inquiries.
- Contributing to defined projects or tasks under direct supervision.
- Documenting processes or upgrading existing procedure manuals.
- Developing product or service knowledge and competence in tools and business processes used in the department.
- Calling in regards to policies that have been issued but not settled.
- Assisting with special campaigns Mining for sales opportunities/in force business/refer to sales team.
- Courtesy calls to Advisors.
- Helping to create newsletters.
- Run Illustrations and analyze.
- Run reports to assist with sales.
- Help to organize events and participate.
- Attending webinars and making follow up calls.
Requirements
What you’ll need- Working towards a Bachelor or Master’s degree in Finance, Business Administration, Economics, CFA, or other related field
- Strong personal skills and the ability to work effectively independently and within a team environment
- Professional written and verbal communication skills
- Good analytical, communication and problem solving skills
- Highly organized with good attention to detail and very high level of accuracy
- Ability to prioritize, handle multiple tasks under pressure and meet time-sensitive deadlines
- Ability to think critically and “outside the box”
- Knowledge and an understanding of business administration (Nice to have)
- Proficient in the full suite of Microsoft Products, including Excel (including using Excel as a tool for financial analysis) Word, PowerPoint (Nice to have)
- Previous experience working with a Financial/Insurance Institution (Nice to have)
Benefits
Comp & perks- Flexible work/life balance options
- Leaders who support your development through coaching and managing opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisdata analysis
Soft Skills
strong personal skillsteamworkprofessional communicationanalytical skillsproblem solvingorganizational skillsattention to detailtime managementcritical thinking
Certifications
CFA