- Build and maintain superior customer relationships by listening, understanding their specific needs and delivering service to meet/exceed customer expectations resulting in repeat business and customer loyalty.
- Consultative and attentive to customer needs, professional and proficient in handling questions over the telephone for both internal and external customers
- Process securities applications using our electronic workflow system, ensuring accuracy and adherence to regulations.
- Perform thorough research to gather necessary information, utilizing various resources to complete applications and resolve queries.
- Key in and maintain client profiles and financial data within our record-keeping system accurately.
- Collaborate with team members to meet processing deadlines and manage workload effectively.
- Provide support and guidance on our firm's procedures, focusing on forms accessibility, electronic workflow, and eSignature processes through written communication and training materials.
- Maintain confidentiality of all client and company financial information.
- Demonstrates a strong capability to focus and perform in a fast-paced environment.
- Exhibits excellent organizational skills, with a knack for prioritizing tasks efficiently.
- Shows a keen willingness to both teach and learn, sharing knowledge with team members.
- Proficient in MS Office Suite and quick to learn new software programs.
- Holds the ability to work independently on research tasks and data entry with minimal supervision.
-
New Business Associate at Equity Services Inc
2 weeks ago
National Life Group Montpelier, United StatesNew Business Associate at Equity Services Inc. · Position Overview: Join our team at National Life Group and contribute to a culture where your work has impact. As a New Business Associate for Equity Services Inc., you'll be instrumental in processing securities applications and ...
-
Retail Service Specialist
3 weeks ago
AAA Northern New England Montpelier, United States Full timeRetail Service SpecialistWe are looking for someone who will thrive in a sales and service environment. We'll provide the training you need on an array of AAA products and services to interface with members with confidence. This training will help you meet your individual and tea ...
-
Senior Accountant/Assistant Controller
2 weeks ago
DuBois & King Montpelier, United StatesDuBois & King, Inc. is currently looking to hire a self-motivated Senior Accountant/Assistant Controller to add to our accounting team in our Randolph office. This is a full-time position. Our ideal candidate is a positive team player, who is ready to jump into a fast paced depar ...
-
Sr. Manager, Global Employment Tax
2 weeks ago
Kansas Action for Children Montpelier, United Statesat CrowdStrike, Inc. in Topeka, Kansas, United StatesJob Description CrowdStrike, Inc. · at CrowdStrike, Inc. in Topeka, Kansas, United StatesJob Description CrowdStrike, Inc. · Full time · R18144 · #WeAreCrowdStrike and our mission is to stop breaches. As a global leader in ...
-
CNA / PCA / Caregiver
2 weeks ago
Care Advantage Inc Montpelier, United StatesCare Advantage Inc. is looking to hire full- or part-time CNAs / PCAs / Caregivers to provide in-home care services to our clients in the Montpelier area. We are a client-driven company with a mission to lift up every community we serve, enable aging adults to live life to the fu ...
-
Senior Financial Analyst
2 weeks ago
KORE Power Montpelier, United StatesKORE Power, Inc. (KORE) is the leading U.S.-based developer of battery cell technology for the clean energy industry. With clients in energy storage, e-mobility, utility, industrial and mission-critical markets, KORE Power provides the backbone for decarbonization across the glob ...
-
Care Planning Institute, Inc Montpelier, United StatesCare Planning Institute, Inc - We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same day pay options for our caregivers. · We are in ne ...
-
Marketing Coordinator
4 days ago
F&W Forestry Montpelier, United StatesAbout usF&W Forestry Services, Inc is an international forestry consulting firm established in Albany, GA in 1962. The company has a staff of more than 200 professionals serving a variety of clients with operations located across the US, UK and South America. We look for employee ...
-
Actuarial Systems Analyst II
3 weeks ago
National Life Group Montpelier, United States Full timeKey Responsibilities · Assist in identifying areas of the systems requiring modification to support new product designs and functionality · Coordinate tasks associated with creating and modifying life and annuity product plans on administration, new business, illustrations, and ...
-
Area Sales Manager
3 weeks ago
Hankey Group Montpelier, United States Full timeArea Sales Manager · Montpelier, VT | Remote · About Western Funding Inc. · Western Funding, a dynamic and fast-growing auto finance company, believes in PEOPLE with the PURPOSE and PASSION to assist our dealer partners throughout North America. Western Funding is a fast grow ...
-
Treasury Analyst
4 days ago
National Life Group Montpelier, United States Full timeKey Responsibilities · : Key Treasury Analyst tasks and initiatives. Administer security access for Treasury's various banking platforms.Oversee and report on the Retained Asset program to identify growth opportunities.Maintain private placement securities by promptly filing new ...
-
National Life Group Montpelier, United States Full timeSummary · NLG Capital is seeking an Originator focused on bridge and structured lending opportunities in commercial real estate across the capital stack, including whole loans, B-notes/mezzanine, and preferred equity. The Originator will be responsible for sourcing, underwriting ...
-
Senior Associate, Hedging
3 days ago
National Life Group Montpelier, United States Full timeSummary · and Responsibilities As a member of the Hedging team, the Senior Hedging Associate is a key member in the implementation, analysis, and oversight of NLGroup's hedging program. This individual assists in quantifying our exposures, communicating hedging results, and driv ...
-
Data Entry Operator
3 weeks ago
ATA Services Inc Barre, VT, United StatesATA Services, Inc., is seeking a Full Time Data Entry Operator for our client, the Department of Vermont Health Access. This role is long-term, 8:00am-4:30pm, and the pay rate is $21.10 per hour. This is not a remote position. This role focuses on the processing of front end set ...
-
HR Business Partner, Sales
3 weeks ago
Kansas Action for Children Montpelier, United Statesat CrowdStrike, Inc. in Topeka, Kansas, United States · Job Description CrowdStrike, Inc. · at CrowdStrike, Inc. in Topeka, Kansas, United States · Job Description CrowdStrike, Inc. · Full time · R18136 · About the Role: · CrowdStrike seeks a HR Business Partner, based remote ...
-
Sr. Front End Engineer
3 weeks ago
Kansas Action for Children Montpelier, United Statesat CrowdStrike, Inc. in Topeka, Kansas, United States · Job Description CrowdStrike, Inc. · at CrowdStrike, Inc. in Topeka, Kansas, United States · Job Description CrowdStrike, Inc. · Full time · R18415 · About the Role: · As a UI Engineer at CrowdStrike, you will work with a ...
-
Sr. Software Engineer II
1 week ago
Kansas Action for Children Montpelier, United StatesJob Description CrowdStrike, Inc. · at CrowdStrike, Inc. in Topeka, Vermont, United States · Job Description CrowdStrike, Inc. · Full time · Posted 30+ Days Ago · R16527 · #WeAreCrowdStrike and our mission is to stop breaches. As a global leader in cybersecurity, our team ch ...
-
Corporate Treasurer
3 weeks ago
Kansas Action for Children Montpelier, United StatesJob Description CrowdStrike, Inc. · at CrowdStrike, Inc. in Topeka, Vermont, United States · Job Description CrowdStrike, Inc. · Full time · R17793 · #WeAreCrowdStrike and our mission is to stop breaches. As a global leader in cybersecurity, our team changed the game. Since o ...
-
Technical Marketing Manager
3 weeks ago
Kansas Action for Children Montpelier, United Statesat CrowdStrike, Inc. in Topeka, Kansas, United States · Job Description CrowdStrike, Inc. · at CrowdStrike, Inc. in Topeka, Kansas, United States · Job Description CrowdStrike, Inc. · Full time · R17861 · #WeAreCrowdStrike and our mission is to stop breaches. As a global lead ...
-
Sr. Product Marketing Manager, Cloud Security
3 weeks ago
Kansas Action for Children Montpelier, United Statesat CrowdStrike, Inc. in Topeka, Kansas, United States · Job Description CrowdStrike, Inc. · at CrowdStrike, Inc. in Topeka, Kansas, United States · Job Description CrowdStrike, Inc. · Full time · Posted 27 Days Ago · R16578 · #WeAreCrowdStrike and our mission is to stop brea ...
New Business Associate at Equity Services Inc - Montpelier, United States - National Life Group
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
New Business Associate at Equity Services Inc.Position Overview: Join our team at National Life Group and contribute to a culture where your work has impact. As a New Business Associate for Equity Services Inc., you'll be instrumental in processing securities applications and ensuring efficient and accurate business operations. Dive into a role that combines research, data management, and customer engagement.
Core Responsibilities:
The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.
Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.
National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.
National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.
National Life Group
1 National Life Dr
Montpelier, VT 05604
#LI-DO
#LI-Hybrid
Social Media Policy
Site Disclosure and Privacy Policy