Office and Operations Staff

Job Description

Job Description

We are seeking a reliable, organized, and proactive Full-Time Personal Assistant to support a busy executive with daily administrative operations, client communication, scheduling, and business support. The ideal candidate is professional, detail-oriented, and comfortable working in a fast-paced sales environment.

This position plays a key role in helping maintain smooth daily operations while improving client experience and overall productivity.

Responsibilities

• Manage calendars, appointments, and scheduling
• Answer and respond to phone calls, emails, and text messages
• Assist with client follow-ups and appointment confirmations
• Maintain and update CRM systems and client records
• Organize policy documents, applications, and administrative paperwork
• Coordinate meetings, trainings, and business events
• Support recruiting and onboarding efforts when needed
• Assist with social media posting and basic marketing tasks
• Handle data entry and general administrative duties
• Provide day-to-day support to the agent and office operations
  

Qualifications

• Strong communication and organizational skills
• Professional phone and customer service etiquette
• Ability to multitask and prioritize tasks efficiently
• Comfortable using computers, CRMs, Google Workspace, and Microsoft Office
• High attention to detail and strong follow-up skills
• Self-motivated, dependable, and professional
• Previous administrative, assistant, customer service, or insurance experience preferred but not required

Schedule

• Full-Time
• Monday to Friday

Work Environment

• Fast-paced and team-oriented environment
• Opportunity to work closely with an established life insurance professional
• Training and support provided

Apply Today

If you are organized, motivated, and enjoy helping operations run efficiently while working with people, we would love to hear from you.

Company Description

Our mission is to provide the best financial products with the kind of in-home, professional service that is second to none. Our operating credo is: "Your clients don't care how much you know until they know how much you care." We take a personal interest in each and every one of our clients. We believe that knowing our clients' wants and needs is the foundation to recommending the best financial strategies that will provide exactly what each client wants.

*This position is 1099/commission only including all expense paid trips, incentives and bonuses.

Company Description

Our mission is to provide the best financial products with the kind of in-home, professional service that is second to none. Our operating credo is: "Your clients don't care how much you know until they know how much you care." We take a personal interest in each and every one of our clients. We believe that knowing our clients' wants and needs is the foundation to recommending the best financial strategies that will provide exactly what each client wants.\r\n\r\n*This position is 1099/commission only including all expense paid trips, incentives and bonuses.