Client Services Assistant

Firm Summary :

• Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families.  With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.

Position Summary :

Prior experience with any type of insurance may be helpful, but life insurance experience is not a prerequisite since we will train you on the different types of life insurance products.  The successful candidate will enjoy helping people and going the extra mile to deliver exemplary service to our clients.  He or she will be a self-starter and be accountable for following our established processes to deliver timely and accurate information.  This role requires someone who can critically review information and is comfortable questioning unexpected results.  Seemingly small details can be material, so we are looking for someone who has the patience and discipline to manage those details.     Candidates should have strong follow-through in order to drive multi-step assignments to completion.  Basic time management skills are necessary and this role will provide an opportunity to further develop prioritization and time management skills.  This role will also help you refine professional business communication skills and become adept at communicating proactively to manage expectations as priorities shift.  Position Responsibilities :

Ideal Candidate will Possess the Following :

Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment  Compensation / Benefits :