Virtual Sales Assistant

As our Virtual Sales Assistant you will provide support to assigned financial advisors registered with PlanMember, in the form of submitting new business, handling transfer ins / outs, and maintaining client account information. As one of our valued Sales Assistants, you will assist in day-to-day operations of a given PlanMember Financial Center or Financial Advisor. Performing tasks assigned by an advisor represents most of the responsibility as a Sales Assistant.

Sales Assistants will participate in the Securities Industry Training (SIT) program which will provide general securities industry training and prepare them for their job duties. Sales Assistants will be encouraged to obtain FINRA Series 63, 65 and 7 Licenses.

Location Information : On-Site at our Carpinteria, CA Headquarters

Salary Range : Starting salary is typically between $50,000 and $57,000 annually, however, it is ultimately determined by the scope of the position the candidate's relevant experience, and internal equity. We offer a generous compensation package that includes an attractive benefits package with medical, dental and vision, 401k company match, discretionary profit sharing, PTO, valet parking and more.

Responsibilities

Upon completion of Securities Industry Training & Sales Administration, Sales Assistance will be assigned to Financial Advisors to be assigned various tasks for completion. Tasks vary at the discretion of the Advisor and include but are not limited to the following :

• New account paperwork (PlanMember IRA, PlanMember trust, PlanMember joint, Direct Business)
• Subsequent investments (PlanMember, Direct)
• Death claim processing
• Not In Good Order (NIGO) clearances for various account / product types
• Sending client birthday cards
• Updating client information and beneficiary information in CRM
• Following up on transfers in / out
• Trust paperwork
• Contacting outside companies for client service needs, contract & commissioning information, rollover and account funding status

Additional Job Duties : Assist in recruiting onboarding activities, complete additional intermittent training sessions to expand personal capabilities and knowledge of PlanMember Financial Services.

Qualifications

Education

J-18808-Ljbffr