What are the responsibilities and job description for the Agent Support Specialist position at Secure Financial Partners?
Job Description Job Description As an Agent Support Specialist at Secure Financial Partners, you will provide administrative support to the team of financial advisors and executives. Your duties may include managing calendars, scheduling appointments, organizing and maintaining files, preparing documents and reports, and handling correspondence.You may also coordinate meetings and events, book travel arrangements, and assist with client communications. Additionally, you may be required to perform general office tasks such as answering phones, greeting visitors, and ordering office supplies.To be successful in this role, you should have strong organizational and time management skills, excellent communication and interpersonal abilities, and a high level of attention to detail. Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint, is typically required. Previous experience working in a financial services firm or a similar industry is preferred.As the Agent Support Specialist, you will play a vital role in helping the team operate efficiently and effectively, ultimately contributing to the firm's and its clients' success.Note : This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned to meet the ongoing needs of the organization.Company Description At Secure Financial Partners, we offer a variety of life insurance options to suit our client's needs and their budget. Whether they're newly married, bought a home, or want to prepare for life’s other unexpected twists, we have an insurance plan for them.Our goal at Secure Financial Partners is to provide our clients with the best life insurance coverage they can get at the best rate possible. We believe that our variety of products and carriers allow us to offer our clients the best options for protecting their family’s future.Our range of insurance options includes Medicare, mortgage protection insurance, mortgage disability insurance, final expense insurance, tax-free retirement, spouse insurance, single premium whole life and term life insurance. We believe that different people have different insurance coverage needs, so we offer a life insurance plan for everyone's needs.To hear more about our company please reply to this email. You can also visit our website at https : / / securefinancialpartners.com / . Company Description At Secure Financial Partners, we offer a variety of life insurance options to suit our client's needs and their budget. Whether they're newly married, bought a home, or want to prepare for life’s other unexpected twists, we have an insurance plan for them.Our goal at Secure Financial Partners is to provide our clients with the best life insurance coverage they can get at the best rate possible. We believe that our variety of products and carriers allow us to offer our clients the best options for protecting their family’s future.Our range of insurance options includes Medicare, mortgage protection insurance, mortgage disability insurance, final expense insurance, tax-free retirement, spouse insurance, single premium whole life and term life insurance. We believe that different people have different insurance coverage needs, so we offer a life insurance plan for everyone's needs.To hear more about our company please reply to this email. You can also visit our website at https : / / securefinancialpartners.com / .