Wealth Management Associate - Biloxi, United States - Magellan Financial & Insurance Services, Inc.

Description

Client Service Representative (Insurance/ Investments Processor)

Who We Are:

Roberts Wealth Management, a top-tier financial advisory firm based in Biloxi, Mississippi, is committed to revolutionizing retirement planning. With more than thirty years of exemplary service, supported by a dynamic team and vigorous marketing initiatives, we specialize in creating tailored financial strategies.

The Opportunity:

Are you ready to embrace a role that genuinely impacts people's futures? Where every action you take supports someone's retirement goals? We are seeking a Wealth Management Client Associate, a key player in our mission to financially empower our clients. Your expertise in managing the details of annuity applications, particularly fixed-indexed annuities, as well as life insurance and SEC-registered RIA processes, will be crucial in upholding our commitment to our clients: ensuring security, promoting growth, and providing peace of mind.

Primary Responsibilities:

• Masterful handling of annuity and life insurance applications, ensuring precision and client satisfaction.
• Expert management of new account paperwork and ACAT processes, contributing to our seamless client onboarding experience.
• Collaborative efforts with our advisory team, enhancing our service delivery through your detailed and organized work ethic.

Required Qualifications and Skills:

• Proven prowess in "Firelight" application software and a thorough understanding of fixed-indexed annuity applications.
• Experience with life insurance applications, new account paperwork for Fee-Based Advisory business, and ACAT paperwork.
• A detail-oriented, dependable character with a penchant for teamwork and a client-first mindset.
• Eagerness to learn, adapt, and grow within our process and procedures, with an eye on long-term career advancement.
• A blend of motivation, hard work ethic, and a slight financial drive, ready to embrace the opportunities our thriving environment offers.

Why Join Us?

Joining Roberts Wealth Management transcends starting a job; it opens the door to a career filled with opportunities for advancement, the satisfaction of making a significant impact on people's lives, and a role at the forefront of financial innovation. Your efforts will profoundly affect many, guiding them towards a future of financial stability and well-being. This is your chance to excel beyond the ordinary, engage in a meaningful role, and join a team that values dedication, hard work, and a genuine commitment to helping others. This offer is more than just a job—it's an invitation to forge your own distinctive path.

This position does not accept remote applicants.

Roberts Wealth Management is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.