Wealth Management Program Scheduler & Advisor Support

US001 CMFG Life Insurance Company; Gurnee (IL); On-site; USD 37,400 - 62,300; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k

Paid time off

Tuition reimbursement

Annual incentive plan

Job summary

US001 CMFG Life Insurance Company, through its TruStage brand, is seeking a dedicated individual for a crucial role that includes scheduling appointments, coordinating seminars, and providing administrative support to financial professionals. This position requires strong communication and organizational skills along with previous experience in Salesforce and Microsoft Office.

The successful candidate will help promote services and interact with members directly, ensuring a supportive environment for both the team and client.

Qualifications

• Ability to handle tasks in a team environment and independently.
• Strong attention to detail is necessary for managing schedules and materials.
• Previous experience with Salesforce and proficiency with Microsoft Office tools.

Responsibilities

• Support the marketing efforts of the Wealth Management Solutions program.
• Coordinate logistics and schedules for seminars.
• Provide administrative support to Financial Advisors.

Skills

Strong organizational skills

Strong communication skills (verbal and written)

Attention to detail

Ability to work in a team and independently

Experience with Salesforce and Microsoft Office

Education

High school diploma or equivalent work experience

Job description

US001 CMFG Life Insurance Company, through its TruStage brand, is seeking a dedicated individual for a crucial role that includes scheduling appointments, coordinating seminars, and providing administrative support to financial professionals. This position requires strong communication and organizational skills along with previous experience in Salesforce and Microsoft Office.

The successful candidate will help promote services and interact with members directly, ensuring a supportive environment for both the team and client.