| Company Name: | McIntosh & Associates, Inc. |
| Phone: | 9896922200 |
| Email: | info@mcintoshandassociatesinc.com |
| Address 1: | 122 S Main St. |
| Address 2: | Ste 2 |
| City: | SAGINAW |
| State: | MI |
| Zip: | 48623 |
| 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 |
| Hours |
| How to apply: | Indeed, GlassDoor, LinkedIn, Facebook, or email Resume to: info@mcintoshandassociatesinc.com with "Job Posting" in the subject line. |
| Posting End Date: | 3/31/19 |