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Administrative Assistant with Financial Sales Experience: New York Life Insurance

Job IDCumby
Company NameNew York Life Insurance
Job CategoryInsurance; Accounting/Finance
LocationHavertown, PA
Position TypeFull-Time, Employee
Experience2-5 Years Experience
Desired Education LevelAssociates
Date PostedNovember 5, 2009
New York Life Insurance
View New York Life Insurance profile and job listings

Permanent, part-time position supporting financial services firm. Could become full time.



Cumby, Spencer & Associates, a successful financial firm in Havertown, PA, seeks part-time/full time position assisting owner in developing business.

Responsibilities include, but are not limited to:

· Telephone solicitation

· Mailings

· Follow up on marketing campaigns

· Filing

· Calendar support

· Preparations for client meetings

· And general office duties.

The position requires:

· Thorough knowledge of Microsoft Office (Excel, Outlook, PowerPoint and Word)

· Highly developed organizational skills

· Experience in marketing / business development in the retirement market

· Positive attitude

Life/health license and Series 6 / 63 preferred.

For immediate consideration, e-mail resume to: Bruce Cumby, President and Owner, Cumby, Spencer & Associates, at bruce@cumbyspencer.com. Please include your weekday availability to set up a phone interview.

This position is with an independent agent and not the New York Life Insurance Company.




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