Job Description

Description

SmartPro Financial is looking for a new team member to join our team. This position will assist with the preparation and submission of new account paperwork, account maintenance, and client service related to our life insurance department.

What Winning Looks Like:

• Work with our rep-advisors on all customer service-related communication
• Respond to all emails and voicemails in a timely manner
• Prepare paperwork for new and existing accounts
• Review paperwork for accuracy and submit paperwork for processing
• Follow-up with clients via phone or email for additional information requests or to make calls required to complete transactions.
• Maintain detailed notes in the CRMs and adhere to all compliance requirements
• Other projects and tasks as assigned by the supervisor or rep-advisor.

Skills Needed to Win:

• Has strong communication skills, both verbal and written
• Is energized by serving others
• Is comfortable talking on the phone
• Is extremely organized
• Enjoys improving processes and having fun while doing it
• Is an excellent multitasker with the ability to prioritize well and work independently
• Anticipates the needs of others and thinks two steps ahead
• Enjoys helping resolve problems and can roll with the punches
• Enjoys a fast-paced environment with a high level of accuracy and flexibility
• Growth mindset and willingness to learn and expand your knowledge in the financial industry

About SmartPro Financial

SmartPro Financial is a Dave Ramsey focused company. We have rep-advisors located across the United States, but our headquarters is located in Lakewood Ranch, FL. We focus on helping clients win with money by following Dave Ramsey's baby steps.

Please visit our website at:

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated.

Work Remotely

• No

Job Type: Full-time

Pay: From $19.00 per hour

Benefits:

• Health insurance
• Life insurance
• Paid time off
• Retirement plan

Schedule:

• Monday to Friday

Education:

• Associate (Preferred)

Work Location: In person

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