Financial Professional Coordinator - Remote (Eastern/Central Time Zone) jobs in United States
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TruStage · 5 hours ago

Financial Professional Coordinator - Remote (Eastern/Central Time Zone)

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level
money$47K/yr - $63K/yr

TruStage is committed to making a brighter financial future accessible to everyone, focusing on building inclusive insurance and financial services solutions. The Financial Professional Coordinator will provide operational, marketing, and administrative support to financial services professionals in a virtual environment, enhancing their productivity and efficiency.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Support the marketing efforts of the program
Assemble seminar packets
Coordinate logistics of seminars
Maintain lobby marketing materials supply
Coordinate mailings
Execute basic marketing activities at the member level
Birthday cards
Newsletters
Administrative support to financial services professional(s)
Coordinate the financial services professional(s) schedule
Maintain financial services professional(s) calendar
Set up and confirm appointments with members
Manage phone calls for financial services professional(s)
Order supplies
Create and manage contact information
Support success of program
Coordinate and track referrals
Conduct training with CU employees on program processes
Program reporting
Support TruStage Wealth Management Solutions (TWMS) Compliance initiatives
Maintain confidential member information by adhering to TWMS’ policies and procedures for data security and privacy

Qualification

SalesforceMicrosoft OfficeOrganizational skillsCommunication skillsAttention to detailClientWorksMarketing backgroundTeamwork

Required

High school diploma
Ability to work well within a team environment, as well as independently
Strong organizational skills
Strong communication skills both verbally and in writing
Comfortable working both face-to-face and over the phone with people
Strong attention to detail
Previous experience with Salesforce and proficient with Microsoft Office tools

Preferred

Experience working with Credit Unions
Strong understanding of Salesforce
Any background in using ClientWorks
While licenses are not required, anyone with any licenses completed is preferred. (SIE, Life/Health, Series 6, etc.)
Role has the ability to become a Licensed Sales Assistant
Marketing background is helpful

Benefits

Medical
Dental
Vision
Employee assistance program
Life insurance
Disability plans
Parental leave
Paid time off
401k
Tuition reimbursement

Company

TruStage

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TruStage® is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them.
dateFounded in 1935
location
Madison, Wisconsin, US
people-size1001-5000 employees
web-link
https://www.trustage.com/

H1B Sponsorship

TruStage has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (15)
2023 (13)
2022 (25)
2021 (15)
2020 (15)

Funding

Current Stage
Late Stage

Leadership Team

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Sidd Kuckreja
SVP, Chief Technology Officer
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Brian J. Borakove
Senior Vice President - Deputy Chief Financial Officer
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Company data provided by crunchbase