Employment Opportunities

Position Posted On:
4800 Westown Parkway, Suite 340
West Des Moines, IA  50266

Job Title:
Personal Marketing Assistant
Job Type:
Part Time
Hours Per Week:
10 to 20
Position Start Date:
Pay Rate:
Contact us for more information
How To Apply:
send email to Bryan Fiala at
Contact Name:
Bryan Fiala  
Job Description:
Accountable for providing general administrative support to the Advisor(s) which may include some or all of the functions listed below based on the specific business needs of the Advisor(s). The Assistant role and functions performed should be clearly differentiated from that of an Agency employee support role. Principal Responsibilities: 1. Provide new business support to the Advisor(s) they support to ensure complete applications and efficient processing of new business. 2. Assist Advisor(s) with the implementation of marketing programs, special initiatives, and other leads generation programs. 3. May perform general conservation activities for the Advisor(s) related to in-force policies, including a review of conservation control lists and the gathering of information from customers requesting surrenders or transfers. 4. Respond to routine customer requests for the Advisor(s) via telephone regarding basic information on their premium payments, effective dates and status of his/her policies. 5. Provide telemarketing support to and prepare bulk mailings to prospective client for the Advisor(s). 6. Create and run illustrations and assist Advisor(s) with sales call preparation. 7. Provide general administrative assistance to the Advisor(s) including filing, copying and typing correspondence. 8. Track Advisor(s) licensing with the State and FINRA. Track and/or arrange Continuing Education. 9. Prepare client folders for the Advisor(s). 10. Maintain Lotus Notes and Calendar (set and confirm appointments) for the Advisor(s). 11. Adhere to company Compliance guidelines.
Job Qualifications:
Strong computer skills, product knowledge, strong telephone and interpersonal skills, good organization and time management skills, strong attention to detail, ability to adapt to change and work efficiently within a variety of situations