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Company Name:McIntosh & Associates, Inc.
Address 1:122 S Main St.
Address 2:Ste 2
Position Title:Financial & Insurance Sales Associate
Number of Openings:1
Position Type:Other
Position Type Other Description:Financial & Insurance Sales
Start Date:03/11/2019
Duties:Essential Duties and Responsibilities (Additional duties may be assigned): • Perform general administration and support functions for the office as required • Organize, coordinate, and maintain client paperwork • Correspond with clients to complete new accounts, asset transfers, and other forms • Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face • Research and resolve client service problems for errors as needed • Record all transactions on appropriate logs • Set up client files and obtain necessary information • Perform other duties and projects as assigned • Attend business meetings and conferences • Assist with life and annuity needs for clients such as but not limited to: quoting, applications, appointment prep and follow ups • Conduct first appointments with prospective clients as well as client reviews and paperwork appointments • Responsible for some public speaking
Experience Required:• College level courses in business/finance preferred • Life Insurance license preferred • One year securities or related industry experience preferred • Previous customer service experience • Ability to communicate with co-workers, customers and various business contacts in a courteous and professional manner • Knowledge of general securities industry terminology and practices • Ability to investigate, research, and resolve problems and concerns • Ability to maintain confidentiality • Ability to make rule-based and analytical decisions • Ability to organize, prioritize and handle multiple tasks • Ability to pay close attention to detail, work under pressure and meet deadlines • Ability to take complete and accurate notes • Skills in operating various office equipment including personal computer, fax machine, copier, etc. • Skills in utilizing various software packages such as Microsoft Office & Outlook • Skills in written and verbal communication
Wage or Salary: 
Per Hour
Approximate Work Hours or Days:40
How to apply:Indeed, GlassDoor, LinkedIn, Facebook, or email Resume to: with "Job Posting" in the subject line.
Posting End Date:3/31/19