Investment Advisor Administrative Sales Assistant

West Michigan Hispanic Chamber of Commerce; Mission (KS); Remote; USD 10,000 - 60,000; Full time

Job summary

Join a dedicated team committed to empowering families through financial education as an Advisor Administrative Sales Assistant. This flexible 1099 contractor role allows you to work remotely while coordinating tasks, managing client interactions, and supporting advisory operations. We seek a trustworthy, tech-savvy, and results-oriented individual ready to grow in a meaningful position while being part of a passionate group.

Qualifications

• Willingness to obtain industry-related licensing (Life Insurance, SIE, Series 6, 63, and 65).
• Strong relationship-building skills.

Responsibilities

• Coordinate client relationships and manage appointments.
• Streamline administrative tasks and enhance client experience.
• Support advisors during client meetings.

Skills

Organizational Skills

Proactive Nature

Empathy

Problem Solving

Tech-Savvy

Job description

Join Us in Creating Financial Independence for Families

Imagine a world where every family has the power, clarity, and confidence to achieve financial independence. A world where financial education isn't just for the elite but is accessible to everyone, everywhere. That's the world we're building, and we want you to help us make it a reality.

Your New Team and Mission

You'll be joining Dinorah Caro Livingston Inc Powered by Primerica RVP Investment Advisor—a passionate group dedicated to empowering families through personalized financial strategies. Our mission is clear: educate, inspire, and guide individuals toward genuine financial freedom.

Our Work, Our Culture

• We believe financial education transforms lives, and we're relentless in our commitment.
• We work with warmth, trust, and uncompromising integrity.
• Growth, innovation, and excellence aren’t just words—they’re how we operate daily.

STOP—Only proceed if your heart is racing and your soul is shouting, "ABSOLUTELY YEAH, I WANT IN!"

Be the backbone that powers client relationships and team success.

Your meticulous organizational skills, proactive nature, and empathetic approach will streamline advisor operations, elevate client satisfaction, and accelerate business growth.

Your role is essential—without your coordination and support, achieving our mission becomes infinitely harder.

Enjoy a flexible virtual schedule and the freedom to thrive remotely. (Must own a Mac computer.)

This is a 1099 contractor role with flexible hours. Availability required is 10-20 hours per week, Monday to Friday, with potential growth towards full-time. We offer competitive compensation based on experience, performance, and achieving specific milestones.

You must be willing to obtain industry-related licensing (Life Insurance, SIE, Series 6, 63, and 65), provided by our company.

You’ll LOVE this role if you enjoy:

• Masterfully coordinating calendars and managing appointments.
• Effortlessly handling and streamlining administrative tasks.
• Engaging directly with clients to enhance their experience.
• Managing and mastering CRM and multiple investment platforms and tools.
• Supporting advisors in delivering standout client meetings.
• Being proactive and solving problems before they even arise.

You're our kind of high achiever if you are...

• Trustworthy—Integrity isn’t negotiable for you.
• Warm and Empathetic—You naturally build strong relationships.
• Results-Oriented—You love exceeding goals and tracking your wins.
• Adaptable and Proactive—You foresee problems and pivot swiftly.
• Tech-Savvy—You confidently navigate CRM, Zoom, Calendly, Zoom Scheduler, ChatGPT, multiple investment systems, and tools.

Ready to Join Us?

If you're excited about working alongside passionate individuals, facing meaningful challenges, and growing both personally and professionally, we’d love to hear from you.

To apply:

Send your resume directly to [e-mail] with the subject line “Advisor Administrative Sales Assistant Application."

We strongly encourage referrals—if this isn’t the right fit for you, but you know someone who’d thrive in this role, please share this opportunity with them!