Job Summary
Our
client is a financial education agency dedicated to helping families understand
how money works. We are seeking a dynamic and highly versatile Executive
Assistant - Agency Operations & Marketing
to be the operational and marketing assistant of our agency. In this role, you
will be a trusted partner to our leadership, providing support, managing the
agent licensing pipeline, engaging with clients, and contributing to our
digital presence. If you are an exceptionally organized professional who
thrives on wearing multiple hats—from tutoring and administration to social
media and client relations—this is the perfect opportunity for you.
Key Responsibilities
Agent
Onboarding & Support
- Lead new agents through the entire licensing
process, providing tutoring, tracking progress, and ensuring all
requirements are met for exam success.
- Serve as the primary point of contact for the
team, answering questions and providing ongoing operational support.
Client & Policy Administration
- Act as a liaison with insurance companies,
proactively following up to ensure policies are completed accurately and
on time.
- Ensure data integrity across all administrative
platforms, maintaining meticulous and up-to-date client records.
Marketing
& Client Engagement
- Develop and manage the company’s social media
presence to increase brand awareness and engagement.
- Assist in creating simple marketing content
(graphics, posts, etc.) for various platforms.
- Meet with clients to conduct onboarding
questionnaires and ensure a smooth client experience.
General
Operations & Executive Assistance
- Provide executive assistant support to agency
leadership, including calendar management and other organizational tasks
as needed.
- Manage the team’s email inbox, responding to
inquiries promptly and professionally.
- Proactively identify and solve administrative
bottlenecks to improve agency efficiency.
How to Apply
