Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients in San Diego. Visit other wealth management focused roles at jobs.lead-advisor.com

Insurance Operations & Marketing Associate

Must have attributes for this role:

-Reliability (M – F)

-Detail Oriented

-Efficiency

-Communication

Administrative work:

CRM Maintenance

- Merge duplicate clients

- Contact information updates

- Creating new opportunities

- Making sure joint work partners have shared the contact

Mailing

- Special authorization forms

- A+ birthday cards for clients

Life Insurance Exam Scheduling

- Ordering the exam

- Scheduling the client’s exam

- Reschedules if needed

Client Service Work

- Beneficiary updates

- Entry level banking updates

- Contact information updates (addresses etc)

Calendar Management (Microsoft Outlook)

- Create calendar meetings

- Confirm calendar meetings

- Proficient when using the phone to speak to clients to confirm meetings

- Reschedule clients as needed

- Maintain a list all clients needing to be rescheduled

- Be proficient in calendaring with multiple time zones

- Minimal mistakes when calendaring with multiple parties

Supply Ordering

Support EA w Coordination of Team Events

- Assist EA with planning and set up/break down if needed

Misc. Projects as Needed

- Clerical projects will be assigned as needed.

Insurance Service and Case Prep:

Running Insurance models with RoR, withdrawal, reduced paid up, and fees pages

- Term

- Whole Life

- Survivorship

- Variable

- Long Term Care

- Annuity

Annual review kit

- Case Notes Summary

- IFLs with RoR

-Get outside insurance quotes through outside provider

Marketing work:

Run effective Feedslist to get new prospects, understanding our target market

Enter prospects in our CRM (using TLO)

Updating the referral tracker

Personal Newsletter

- Sending & managing the list

- Making sure any new email blasts go successfully through compliance

Help with Marketing Events

- Send calendar reminders

- Order/mail workbooks

- Send thank you cards

- Make sure client labs are scheduled

- Event registration

- Website Updates/Design & Customization

- Email Reminders

Connect with contacts on LinkedIn (mtgs on calendar)

1+ LinkedIn post through Social Media Portal

Send New A+ Client Onboarding Boxes

- Planning/ordering/sending holiday gifts

Team Volunteer Events

- Scheduling & registering

OVF FMT (retirement seminar)

- Create/update seminar flyers using Canva

- Update RSVP website with new dates/times

- Coordinate with printers to mail flyers

- Print workbooks

- Send Calendar invites to all attendees

Salary: 65-75k base

Lead-Advisor, LLC is a wealth management consulting and search firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities. For more resources and information please visit www.lead-advisor.com.

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