Virtual Sales Assistant

Overview

Employer Industry: Financial Services

Why consider this job opportunity:

• Salary up to $57,000 annually
• Generous benefits package including medical, dental, and vision coverage
• 401k company match and discretionary profit-sharing
• Opportunities for professional growth through the Securities Industry Training program and obtaining FINRA licenses
• Supportive work environment focused on team success and client satisfaction
• On-site position located in a beautiful Carpinteria, CA headquarters

• Provide support to financial advisors by submitting new business and maintaining client account information
• Process new account paperwork and assist with death claim processing
• Follow up on transfers in/out and ensure client information is updated in the CRM
• Assist in recruiting and onboarding activities while participating in additional training sessions
• Handle various tasks assigned by advisors to support daily operations

• 4-year college degree (any major) or 4 years of equivalent work experience
• Previous experience in an office setting and/or financial industry is a plus
• Proficient in Microsoft Office Suite
• Strong attention to detail and ability to multitask effectively
• Self-sufficient with problem-solving skills and a customer-first focus

• FINRA licenses such as SIE, Series 7, 63, and 65 are preferred but not required
• Experience in a financial services environment

#Financial Services #Sales Assistant #Career Growth #Onsite Position #Team Success

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.