Wealth Sales Support & Service Specialist

Location: Bellerose, NY 11426, United States; full-time onsite role

Salary: $17.00–$26.02 per hour

Company

hirify.global provides banking, investment, and insurance services.

What you will do

• Provide administrative and sales support to one or more Financial Consultants.
• Identify, research, analyze, and resolve customer account issues.
• Schedule account reviews and client appointments from existing books of business and retail opportunities.
• Process client account transactions and prepare internal financial reports tracking progress toward goals.
• Manage calendars, coordinate meetings and conference room reservations, and communicate with retail branch teams.
• Create newsletters, presentations, and support materials on products, sales initiatives, and execution strategies.

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 position.
• Strong customer service, problem-solving, organizational, prioritization, written, verbal, and telephone communication skills.
• Ability to work effectively with branch employees, bank customers, and cross-functional stakeholders while maintaining confidentiality.
• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Ability to follow company policies, guidelines, and procedures and work effectively in a team environment.

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.
• Opportunities to support and coach licensed and non-licensed bankers.
• Professional environment focused on client relationships, collaboration, and operational excellence.