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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

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