Our client, a fast-paced and dynamic financial services team located just outside of Boston, is seeking a detail-oriented and highly organized professional to join their growing team. This hybrid role requires in-office presence two days per week and offers the opportunity to work alongside experienced advisors in a collaborative and high-energy environment.
Key Responsibilities
- Support Team Operations: Provide backup support to the planning analyst and assist with portfolio illustrations and casework for key advisors.
- Insurance Operations: Oversee and assist with insurance-related processes, such as managing billing accounts, handling outside insurance applications, and serving as a backup for the existing insurance team.
- Case Preparation: Assist with case prep for advisors to ensure client meetings are seamless and efficient.
Qualifications
- Bachelor’s degree from a reputable institution.
- 3-5 years of experience in financial services or insurance.
- Life & Health Licenses (required).
- Exceptional attention to detail and multitasking abilities.
- Proven ability to succeed in a fast-paced, team-oriented environment.
- Bonus: Experience with Northwestern Mutual is preferred but not required.
Compensation & Benefits
- Base salary of $80,000 - $85,000.
- Performance-based bonus (10% based on KPIs).
- Company performance bonus offered as well.
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
