Heckman Financial & Insurance Services

CAREERS

Check out these career opportunities at Heckman Financial & Insurance Services

WORK WITH US

Do you have superior client service skills and a great work ethic to contribute to an established and continually growing office? Our fast-paced financial advisory firm is looking for strong, detail-oriented candidates for open positions. Our formula for success is to put our clients first. If you’re looking for the tools, resources and freedom to build a great future, please contact us today!

Para Planner

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office?  Our busy financial planning firm located in San Jose, CA is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and have the opportunity to see the impact of their work day-to-day.  If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!

Read more
The below job description outlines the responsibilities for the Para-planner/Administrative Assistant:
 
Minimum Requirements:

• 2+ years of Administrative office experience in a fast-paced environment
• Financial Industry experience preferred
• Intermediate to advanced skills with MS Office Suite, specifically Excel
• Desire to obtain long-term employment
 
This position also requires that you possess the following skills:

• Ability to prioritize projects and manage time
• Savvy customer service to include excellent communication – both verbal and written
• Strong follow-through
• Good-nature, positive attitude
• Ability to demonstrate persistence to achieve quality
• Strong organizational skills, detail oriented, proactive and resourceful
• Friendly, professional phone manner and enjoys working with a variety of clients
• Reliable with exceptional work ethic
• Demonstrate maturity and poise under pressure
• Flexibility to contribute as part of a team as well as independently

Responsibilities:
• Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client
  meetings
• Utilize websites and software to obtain client and product information
• Compare existing solutions to those currently available in the marketplace
• Establish and maintain detailed client files
• Ability to demonstrate persistence to achieve quality
• Prepare client correspondence including letters and email correspondence
• Reliable with exceptional work ethic
• Fulfill routine client service requests, resolve inquiries and escalate cases when appropriate
• Assist in client meetings
 
Salary - $50,000 - $60,000 BOE
 
Presented by Advisor Employee Services
Thank you for your interest in the Para Planner role in City, State.  Advisor Employee Services, a consulting firm located in Overland, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs.  Please take a moment to explore our website and the services provided.  We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.  If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Client Service Representative

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients on a daily basis? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial services firm in San Jose, CA is seeking to add a Client Service Representative to our Team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Read more
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
 
Job Description
 
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his/her review meetings and preparing issued accounts for delivery.
 
Minimum Requirements:

•Associates Degree preferred
• Financial Industry experience required
• 2 + years working alongside a Financial Advisor in a fast-paced office environment

• Securities and insurance licensed preferred or willing to obtain within 90 days
• Experience with MS Office Suite and the ability to learn new software quickly 
This position requires that you possess the following skills:
• Strong organizational skills
• Excellent communication both written and verbal
• Attention to detail and accuracy
• Proactive Management Style and consistent follow-through
 
Responsibilities/Tasks:
 
This Client Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:
• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with Client update reports and mailings
• Assist in setting client appointments for Advisor
• Assist with New Business processing
 
Office Administration: 
 
Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include:
• Act as a phone back-up to other office personnel for phone coverage
• Help to keep database up to date and accurate
 
Presented by Advisor Employee Services
 
Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Apply Now!

  • This field is for validation purposes and should be left unchanged.
logo-step

Ready to take
The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call or text at 408-297-9800