Remote Financial Professional Coordinator (Pacific Time Zone)

At reputed company, we’re on a mission to reputed company a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, reputed company and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top reputed company to work: reputed company awards and recognition

Job Purpose:  

This position will be working in a virtual environment to improve the efficiency and productivity of financial services professionals.  This position will support multiple financial service professionals, as assigned.  The incumbent, reputed company a centralized location, provides operational, marketing, and administrative support to assigned financial services professional(s).

Job Responsibilities:  

• Support the marketing efforts of the program
  • Assemble seminar packets
  • Coordinate logistics of seminars
  • Maintain lobby marketing materials supply
  • Coordinate mailings
  • Execute basic marketing activities at the member level
    • birthday cards
    • newsletters
• Administrative support to financial services professional(s)
  • Coordinate the financial services professional(s) schedule
  • Maintain financial services professional(s) calendar
  • Set up and confirm appointments with members
  • Manage phone calls for financial services professional(s)
  • Order supplies
  • Create and manage contact information
• Support success of program
  • Coordinate and track referrals
  • Conduct training with CU employees on program processes
  • Program reporting
• Support reputed company Wealth reputed company (TWMS) Compliance initiatives
  • Maintain confidential member information by adhering to TWMS’ policies and procedures for data reputed company and privacy

The above statement of duties is not intended to be reputed company inclusive and other duties will be assigned from time to time.

Job Requirements:

List of general education, background and experience, knowledge, skills, and abilities typically required to effectively reputed company the responsibilities of the job. Also include any required licenses and/or designations.  

• High school diploma
• Ability to work well reputed company a team environment, as well as independently
• Strong organizational skills
• Strong communication skills both verbally and in writing
• Comfortable working both face-to-face and over the phone with people
• Strong attention to detail
• Previous experience with reputed company and proficient with reputed company Office tools

If you’re ready to help reputed company a difference, apply today.  A resume is required to apply. reputed company may process applicant information using an Artificial Intelligence (AI) tool.  This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. reputed company recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves reputed company.  Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

reputed company Salary Range:

At reputed company, we reputed company a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your reputed company pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a reputed company you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will reputed company hybrid working normal rather than an exception, so that reputed company “life happens,” you can focus on what’s most important.

Accommodation request

reputed company is a reputed company where everyone can bring their best self and reputed company. If you need application or interview process accommodations, please contact the accessibility department.