Wealth Services Sales Support & Service Specialist

Location: Sun City, AZ 85351-1075; onsite, full time

Salary: $17.00–$26.02 per hour

Company

hirify.global provides banking, investment, insurance, and wealth services to clients and retail banking teams.

What you will do

• Provide administrative and sales support to one or more Financial Consultants.
• Schedule account reviews and client appointments from existing books of business and retail opportunities.
• Research, analyze, and resolve customer account and service issues.
• Process transactions related to client accounts and prepare internal financial reports tracking progress toward goals.
• Manage calendars, correspondence, meetings, conference room reservations, and communication with retail branch teams.
• Create newsletters, presentations, and support materials while training and supporting licensed and non-licensed bankers on investment systems and referrals.

Requirements

• High school diploma, GED, HiSET, TASC, or foreign equivalent.
• At least one year of experience as an administrative assistant or in a comparable investment and insurance industry role.
• Strong customer service, problem-solving, organizational, prioritization, and communication skills.
• Ability to work effectively with clients, Financial Consultants, branch employees, and other stakeholders.
• Ability to maintain confidentiality and follow company policies, guidelines, and procedures.
• Proficiency with Microsoft Office, including Word, Excel, and PowerPoint.

Nice to have

• Life, Health and Accident license.
• Variable Annuity license.
• Series 7 license.
• Series 63 or Series 66 license.

Culture & Benefits

• Medical, dental, vision, life, and disability insurance.
• Comprehensive leave program.
• Additional compensation may include variable incentives, bonuses, commissions, or other awards.
• No unusual physical exertion is required.