Job Start Date:07/01/2021Type of Position:Full-Time, Salary
Number of Openings:1Wage/Salary:$60,000Per Year
Job Location & Contact:
582 Lynnhaven Parkway
Suite 100
Virginia Beach,
VA23452757-799-3234
Job Description:
• Manage most of the day-to-day operations for two seasoned advisors in a four-person team
• Maintain a strong commitment to teamwork and contribute to the overall success of the company
• Engage and oversee any corporate vendor relationships and work items
• Execute and track any assigned client servicing tasks in a timely manner
• Execute and track the processing of insurance and securities related new business submissions
• Monitor and ensure completion of all outstanding client related follow up action items
• Assist with data input and formulation and review of all pre-meeting advisor materials and accompanying post work while ensuring timely completion
• Ensure required coordination and/ or collaboration with other industry professionals is performed in a timely manner.
• Prepare, coordinate, and follow through on any needed correspondence with new or existing clients
• Participate in on and off site client meetings when necessary
• Document and revise, when necessary, the Standard Operating Procedures of the firm
Experience Required:
• Bachelor's Degree from an accredited 4-year University with a focus in Business Administration, Economics, Financial Planning, or Finance (preferred)
• Must currently hold series 7, 63, and 65 or 7 and 66 licenses and a Virginia Life & Health License.
• 5+ years of financial services industry, health insurance, or related experience (preferred)
• Proficiency in current Microsoft Office software applications
• Working knowledge of Financial Planning software such as Money Guide Pro
• Experience with Employee Benefits (Health/Dental/Vision/Life/Disability) Operations
• Individual Health and Medicare Insurance Experience a Plus
• Managerial experience a plus
• Strong Organizational Skills
How to Apply:
Please email resume to chris@fullcirclefin.com and/or chelsea@fullcirclefin.com.
Application Deadline:
Jan 01, 1900