Client Services/Marketing Associate
GG&E Wealth Management Advisors
West Hartford, CT
- $40,000 to $50,000 Yearly
- Medical , Paid Time Off , Retirement
- Full-Time
Job Description
Local financial planning and wealth management firm looking to add a Client Services and Marketing Associate. Full-time salaried role with medical insurance and 401(k) with employer match.
Client Service Support
- Set up Annual Review appointments for both insurance and investment clients
- Arrange ZOOM meetings
- Manage the Representative’s Outlook calendars
- Answer telephone calls and direct them as appropriate
- Contact clients to set up follow-up meetings with Representative
- Greet clients when they arrive for in-person meetings
- Update changes in client’s information on all their products as well as maintain spreadsheets and lists with the information
- Send client birthday cards and add to representatives calendar.
- Manage group inbox and forward to staff members
- Contact clients regarding late payments or returned checks
- Oversee the processing of new insurance policy applications and monitor Daily Status Report (DSR) for any additional underwriting requirements
- Process insurance service requests such as changes in bank details, loan requests, and ISA service inquiries
- Assist in the preparation of materials for client meetings
- Reach out to outside carriers to obtain up-to date information for client reviewsHandle death claims for beneficiaries
- Scan and file statements/correspondences in One Drive
- In charge of the Holiday cards & gifts to clients
- Maintain the gift log
Marketing
- Create positive first impressions with clients and prospects by managing the office environment (decorating for holidays)
- Manage the term conversion and APB process
- Plan and execute on opportunities for client appreciation and/or prospecting events
- Develop and execute on a marketing plan that includes review of the effectiveness of the efforts above, return on investments and tracking towards agreed upon measures of success
- Incorporate marketing as a standing topic in team meetings to report on progress, connect on key client/prospect information obtained and identify new opportunities
- Utilize home office resources such as marketing newsletters and webinars to keep abreast of what is available
- Manage compliance approvals of marketing materials
- Work with the advisor to define ideal clients for each marketing segment and refine regularly
- Record and maintain segments within CRM
- Develop a process to obtain client preferences and track within the client management system
- Create, document, and drive execution of a referral process
- Manage digital presence:
- Customize advisor’s website on a regular basis to attract prospects and communicate the value proposition of the practice
- Develop a strategy to drive traffic to the website and convert that traffic into connections
- Leverage and maintain CRM Engage (Newsbrief, Ecards, Campaigns, etc.) to stay top of mind with existing clients and enhance client experience
- Maximize social media presence to drive engagements by posting frequently and leveraging social media campaigns
- Webcasts
Qualifications
- Financial Service or Insurance industry experience preferred
- Health and life license or actively start the process of obtaining this license upon hire
- Marketing experience preferred
- Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
- Superior interpersonal skills
- Ability to establish instant credibility with clients and prospects
- Strong attention to detail with the ability to work with a high degree of accuracy
- Superior written and oral communication skills
- Ability to maintain a high degree of confidentiality
- Ability to proactively identify what needs to be accomplished and take action as appropriate
- Ability to work both independently and on a team
- Familiarity with Microsoft applications and data entry and information retrieval software
- Ability to work in a fast-paced environment
- Demonstrate organizational and time management skills and ability to multitask, set priorities and meet deadlines
Address
GG&E Wealth Management Advisors
29 South Main Street
West Hartford, CT
USA
Industry
Business
Posted date
18 days ago
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