Administrative Assistant

Salt Lake City, Utah, United States · Sales Operations

Description

Paradigm Life is a vibrant, fast paced company. We are a nationally recognized insurance agency and specialize in providing insurance and financial services online using various communication technologies. As a Financial Services Company, Paradigm Life’s mission is providing solutions to the financial challenges many American’s currently face. Our unique marketing and business model attracts individuals across the country to our online resources. Our on-demand education creates awareness of our value proposition and our one-on-one client education provides customized solutions to assist in overcoming the average American’s financial challenges.

As an Administrative Assistant, your primary responsibilities would include:

• Works with several Agents and provides administrative support to them and their clients
• Assists clients in ushering the sales and underwriting process
• Works closely with all internal parties of the sales and underwriting process
• Corresponds on behalf of agents to clients and accommodates client needs
• Confirm and schedule appointments for sales agents
• Track case status and encourage support to insurance processing
• Calendar management- schedule/coordinate meetings with client and agents
• Schedule annual client review meetings with clients and agent
• Correspond with insurance carriers on behalf of agents
• Analyze sales dashboards and drive towards agent sales results
• Ensure agents have necessary resources to succeed
• Pre-appointment prep & Post-appointment planning
• Works as a team with other Administrative Assistants to ensure success of all agents and Paradigm Life as a whole
• Complete miscellaneous tasks and projects as assigned/needed

Requirements

The ideal candidate would possess the following skills:

• WPM: 60
• Microsoft Office Suite (Word, Excel, Outlook)
• Adobe
• Proficient with computers
• Excellent Communication Skills
• Customer service background
• Professionalism is a must
• Works well in teams
• Self-motivated
• Experience setting and obtaining goals
• Advanced phone and writing skills
• Prior knowledge of life insurance
• Must be detail-oriented
• Strong organization and prioritization background
• Must be flexible and able to handle the stress of multiple tasks simultaneously

Benefits

Paradigm Life’s mission changing the way our clients look at life and wealth. Founded in 2007, our mission and principles were fortified during the market collapse of 2008-2009 when we realized first hand the depth of the value and impact our wealth-building strategies offer.

Since our formation, we have helped thousands of clients across the US and Canada build, protect, and strategically utilize their wealth. We offer life-changing financial education for every stage of life, and offer personalized one-on-one consulting that results in financial plans individuals and families can rely on for generations.

We are a team of committed professionals who strive each day to enrich the lives of those we work with by educating them on sound financial principles that put control and stability back in their hands.

We offer a fun and vibrant working environment:

Join the Paradigm Life team today!

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