HELLO AND WELCOME!

JOB DESCRIPTION

The ideal candidate is happy where he/she is currently employed but is interested in a more self-directed work
environment and responsibility. We would like to hire someone interested in a career, not a job, who wants to do the
work and be recognized for a job well done. Flexibility and autonomy will require you to be very organized, detail-
oriented, and efficient with a commitment to accuracy.

Key Traits:
● Superior communication skills
● Strong organization skills
● Attention to detail and accuracy
● Consistent follow-through

Minimum Requirements:
● 2+ years of experience in financial services preferred
● Industry knowledge/experience is strongly preferred
● Experience with Google Suite and/or MS Office and ability to learn new software quickly
● CRM experience preferably with Salesforce

Position Responsibilities:
● Receive incoming client service calls in a friendly manner
● Complete each service request and resolve client issues timely
● Input notes into CRM and keep them updated
● Coordinate and follow up on each client transfer and assist with New Business processing
● Maintain professional communication with clients and staff

Salary
$50,000 – $65,000 per year – Based on experience.

Money for Nothing
Three weeks of paid time off each year

Retirement
We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member
contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the
3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in
addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or
Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it’s what we
do!

Let’s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network
It’s the same health insurance that Tony has for himself.
We pay for part of health, dental, and life insurance.
Paid time off to go to the doctor, dentist, etc.

Hungry?
Free coffee, tea, sodas, water, and hot cocoa — all on-site

Want To Lend a Hand?
We support local charities financially and with paid time off to volunteer

Use The Force, Luke!
Mentorship is part of the deal. We want to help you as a person, not just as an employee. We’ll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We’ll even pay for your Certified Financial Planner® designation. Want to get your CPA license? Let’s do it.

How Do I Get There?
Waukesha location is just off the Guerke’s Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd

Let’s have fun!
Quarterly team lunches and team-building events off-site
Annual Team Holiday Party

Paid-for Annual Trips
Company hits our goals, let’s all travel together!