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Administrative Assistant with Financial Sales Experience: New York Life Insurance
Permanent, part-time position supporting financial services firm. Could become full time.
Cumby, Spencer & Associates, a successful financial firm in Havertown, PA, seeks part-time/full time position assisting owner in developing business.
Responsibilities include, but are not limited to: · Telephone solicitation · Mailings · Follow up on marketing campaigns · Filing · Calendar support · Preparations for client meetings · And general office duties.
The position requires: · Thorough knowledge of Microsoft Office (Excel, Outlook, PowerPoint and Word) · Highly developed organizational skills · Experience in marketing / business development in the retirement market · Positive attitude
Life/health license and Series 6 / 63 preferred.
For immediate consideration, e-mail resume to: Bruce Cumby, President and Owner, Cumby, Spencer & Associates, at bruce@cumbyspencer.com. Please include your weekday availability to set up a phone interview.
This position is with an independent agent and not the New York Life Insurance Company.
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