New Biz Life Insurance/Annuity Admins WANTED BASE:45-65k+ BONUS 5-20%+

Established Financial Planning Professional in the Manhattan area is looking for a full-time executive assistant to support his busy and growing practice.

The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

Looking for Insurance and Administrative Assistants with Prior Experience Mid to Senior Level Administrative Assistants with prior relevant work experience in Life Insurance and Annuity focused Wealth Management Companies

Qualification Requirements:

Bachelor's degree required

Strong interpersonal, customer service and communication skills (verbal and written)

Ability to multitask – exceptional time management skills

Computer savvy and typing efficiency

Problem solving skills (take initiative to solve issues)

Highly organized

Independent worker who excels in an environment of minimum supervision meeting demanding objectives

Ability to understand the basic workings of financial products and services

Prior Experience:

- 2 years or more of prior experience within the Life Insurance and Annuity New Business Application and Processing

- Prior Work Experience within a Insurance/Wealth Management Company Teams

- Experience with Microsoft Word, Outlook, and Excel

- High Attention to detail

- Go-Getter, Self Starter Mentality, and Do it yourself Mentality

- Ability to Prioritize Time-Sensitive Task and Work Under Pressure

BONUS EXPERIENCE:

- Experience with Asset Management Administrative Tasks (Brokerage, Advisory, Qualified, Non-Qualified) Investment Accounts

- Experience with Companies like Crump Life Insurance

Role is in Person in Midtown Manhattan Office, This role is not Remote.

Pay is 1099, will be eligible to be W2 after completion of 1 year of work.

Hours are 10am-6pm Monday through Friday

COMPENSATION:

Initial Pay will be determined and offered based on level of experience

Pay Range BASE SALARY: Starting at $45,000 - $65,000+ Per Year Paid Hourly

First year is 1099 with option to switch to W2 (option available after 1 year of service)

Performance Based Bonus: Range: 5-20%+ of Annual Salary - HUGE OPPORUNITY FOR UPSIDE!

Ability to qualify for full benefits packages after 1 year of service including but not limited to:

1. Basic Company Life Insurance

2. 401k Plan

3. Vision and Dental Insurance

4. HSA Plans

5. W2 pay

HOW TO APPLY:

Send Text Message Requesting Email and Send the Following:

1. Current Resume

2. LinkedIn Profile Link - if you do not have one, do not apply as you will not be considered

3. A quick bio summarizing your experience and it's relevancy to the Role

Feel Free to contact anytime Via Text or Email for More information regarding the Opportunity.