Marketing Assistant/Administrative: Winston Personnel Group

Job Description

· Telephone clients and prospects for appointments

· Cold calling perspective clients

· Coordinate all Financial Representative’s appointments and meetings

· Confirm appointments and reschedule cancelled meetings

· Generate target in-force client and prospect lists to identify cross selling opportunities (term conversions, life/no DI, etc.)

· Case preparation

· Maintain and promote Financial Representative’s personal/agency website

· Obtain insurance proposals and reports from other companies as needed by Financial Representative

· Prepare Inforce Ledgers and Policy Data Reviews as needed by Financial Representative

· Back-up to Receptionist (lunch/out of office)

Qualifications:

· Professional phone voice

· Ability to multi-task

· Ability and willingness to obtain necessary licensing and registration

· Strong computer data entry, and keyboarding experience

· Superior interpersonal skills

· Ability to establish instant credibility with clients and prospects

· Marketing experience preferred

· High degree of organizational skills

· Superior written and oral communication skills

· Ability to maintain a high degree of confidentiality