SouthfieldRecruiter Since 2001
the smart solution for Southfield jobs

Financial Advisor Support Specialist

Company: M&O Marketing, Inc.
Location: Southfield
Posted on: February 24, 2021

Job Description:

M&O Marketing is a national leader among financial service firms providing practice consulting, marketing, and financial product solutions to financial professionals. M&O Marketing delivers high-value practice development programs and superior financial product solutions to retirement planning professionals, insurance agents and financial advisors.
M&O Marketing is looking for an effective and motivated individual to join a team of financial professionals throughout the U.S. who serve the retirement, financial, and insurance needs of a diverse client population. Candidate should have a range of people skills, problem-solving ability, and detail orientation. Candidate should also have excellent verbal skills, the ability to master new information and concepts, and the technology experience needed to use the various systems and platforms of the financial industry.
Financial Advisor Support team members provide internal support and service to both the M&O Practice Development team and other teams within M&O Marketing as well as all the financial professionals we serve. This is an excellent position for a driven individual to expand professionally within the retirement planning and financial services industry.
Primary job responsibilities include, but not limited to:
-- Interact with financial professionals and product providers by phone and email to support and help them complete their specific client solution. -- Produce or assist in the production of client-solution proposals and product illustrations-- Provide needed product and concept information and recommend product and concept alternatives for delivery of the requested client solutions.-- Provide documents requested and any other necessary information needed to complete the client solution sale.-- Provide support as needed for product selection, sales suitability, and insurance underwriting. -- Obtain in-force account and policy information and help, as requested.-- Complete various proactive outbound calls to support various marketing offers, training events, product changes, and new opportunities.-- Determine the help or action needed by the financial professional and referring them to other M&O Marketing departments to obtain the help and support needed.
Position Qualifications:
--- Life Insurance and Security Licenses, Series 6 & 63 or Series 65 required--- A college degree is preferred but not required--- Strong attention to detail, time management, and decision making--- Ability to work consistently and at a faster pace as needed--- Ability to learn and use financial illustration and calculation systems and CRM data systems--- Proficient in Excel, Outlook and other Microsoft Office tools--- Ability to professionally handle calls of financial professionals and various product and service providers
Please send resumes to

Keywords: M&O Marketing, Inc., Southfield , Financial Advisor Support Specialist, Accounting, Auditing , Southfield, Michigan

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Director of Financial Planning and Analysis
Description: The Financial, Planning and Analysis Director is responsible for the oversight and
Company: Confidential Posting
Location: Detroit
Posted on: 03/3/2021

Assistant Controller
Description: Assistant Controller br br HIROTEC AMERICA is the world's leading comprehensive engineering company providing state of the art tooling, engineering services and products to automotive manufacturers (more...)
Company: HIROTEC AMERICA, Inc.
Location: Auburn Hills
Posted on: 03/3/2021

Remote Tax Senior (Contract)
Description: Remote Tax Senior br br Compensation: 45 - 55 / hour br br Location: Remote br br Duration: 2-3 months this role would be during the Spring 2021 tax busy season. Preferably that would include (more...)
Company: Beech Valley Solutions
Location: Detroit
Posted on: 03/3/2021


Remote Tax Senior (Contract)
Description: Remote Tax Senior br br Compensation: 45 - 55 / hour br br Location: Remote br br Duration: 2-3 months this role would be during the Spring 2021 tax busy season. Preferably that would include (more...)
Company: Beech Valley Solutions
Location: Toledo
Posted on: 03/3/2021

Equity and Compliance Coordinator
Description: Position Summary The Equity and Compliance Coordinator will assist the Equity and Compliance Officer with the management of the University---s compliance with state and federal equal opportunity / affirmative (more...)
Company: BGSU Office of Human Resources
Location: Bowling Green
Posted on: 03/3/2021

Senior Accountant
Description: Our client is looking for a seasoned Senior Accounting Associate. They are a CPA firm focused on support for closely-held businesses. The ideal candidate
Company: Sage Solutions Group
Location: Port Huron
Posted on: 03/3/2021

Accountant
Description: Accountant: At Thin Blue Line USA, we are committed to designing and producing products that promote the work of our law enforcement. As an Accountant, you will hold the responsibility for organization (more...)
Company: Thin Blue Line USA
Location: Wixom
Posted on: 03/3/2021

Video Data Collection Project for English speakers in United States
Description: Do you have cats or dogs in your house Are you interested on improving quality and capability of the smartphone camera This project is for you Requirement: Your pet dog or a cat Please follow the steps (more...)
Company: Appen
Location: Emmett
Posted on: 03/3/2021

Senior Financial Analyst
Description: Parker Lynch is seeking a Senior Financial Analyst for a Detroit, MI based organization to be responsible for a wide variety of finance activiities including tracking all revenue and managing all grant (more...)
Company: Parker and Lynch
Location: Detroit
Posted on: 03/3/2021

Collections Specialist
Description: Ref ID: 02270-0011641473Classification: Collections SpecialistCompensation: 17.10 to 19.80 hourlyFor this Collections Specialist job, we're looking for candidates who are natural leaders driven by a (more...)
Company: Robert Half
Location: Detroit
Posted on: 03/3/2021

Log In or Create An Account

Get the latest Michigan jobs by following @recnetMI on Twitter!

Southfield RSS job feeds