Client Services Coordinator

Job Description

Job Description

Key Responsibilities:

• Assist the owner with life insurance and financial planning applications

• Communicate with clients via phone, email, and in-person

• Schedule appointments and manage the calendar

• Prepare and organize client documentation and files

• Perform general office tasks (filing, data entry, document prep)

• Support sales efforts with follow-ups, paperwork, and client onboarding

• Learn our services and potentially pursue a life insurance license

Qualifications:

• Experience as an Administrative Assistant, Office Manager, or Sales Support

• Excellent communication and multitasking skills

• Tech-savvy with CRM systems, email, and office tools

• Professional and client-facing demeanor

• Willing to pursue a life insurance license (we'll help!)

• Must be able to pass a federal background check

What We Offer:

• Professional, supportive environment

• Consistent weekday hours (30–40 hours/week)

• Opportunity to grow with the company

• Competitive pay based on experience and license status

Company DescriptionWe’re a growing financial services and life insurance practice looking for a reliable, organized, and client-focused professional to join our team. This hybrid role combines administrative support, sales assistance, and client service in a fast-paced, people-first environment.

If you’re detail-oriented and open to getting your life insurance license (with support!), this is a great opportunity to grow.

Company Description

We’re a growing financial services and life insurance practice looking for a reliable, organized, and client-focused professional to join our team. This hybrid role combines administrative support, sales assistance, and client service in a fast-paced, people-first environment.\r\n\r\nIf you’re detail-oriented and open to getting your life insurance license (with support!), this is a great opportunity to grow.