Role & Company Overview
📋 Role Overview & Responsibilities
TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice with over $225mm AUM in Melville, NY is hiring a Life Insurance Specialist to their growing team. Our client is looking to hire a candidate who ideally has life insurance application processing experience. They are hopeful to find someone that may have either experience or an interest in helping out with creating of marketing materials and/or pension plan administration.
The duties of this position include but are not limited to assisting with the implementation of their marketing strategy, clerical/administrative work for life insurance applications, and client service. Being organized and adapting quickly to new procedures/processes is crucial. They seek an organized go-getter and self-starter who is willing and able to grow with the team.
A marketing degree is preferred but not required. Bachelor's degree is required. Strong skills in MS Suite and PowerPoint required.
They offer a benefits package including medical insurance, participation in our profit-sharing plan, and paid time off. This position is 100% in-office, M-F only.
Frequently Asked Questions
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This position is located in Melville, NY with potential relocation and sponsorship assistance depending on candidate qualifications.
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