Financial Advocate

February 28

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $65k - $70k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis

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World Insurance Associates LLC

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World Insurance Associates LLC is a comprehensive insurance agency offering both business and personal insurance products. They provide a wide range of services, including commercial insurance, personal insurance such as auto, home, and life insurance, as well as benefits and HR financial services like retirement and estate planning. The company serves various industries including construction, healthcare, hospitality, and transportation, ensuring tailored solutions for each sector. With a focus on personalized customer service, World Insurance Associates prioritizes protecting people and businesses with premium products and extensive industry knowledge. They also offer expert guidance, making it easier for clients to manage and protect their assets effectively.

Trucking & Transportation Insurance • Restaurant & Bar Insurance • Personal Lines Insurance • Business Insurance • Group Benefits

1001 - 5000 employees

Founded 2012

💸 Finance

⚕️ Healthcare Insurance

🚗 Transport

📋 Description

• Provide personalized support to participants on their financial journeys, leveraging tools and resources from our SMARTMap® Financial Wellness program. • Offer guidance through our Foundational Planning service, covering topics such as investment allocation, budgeting, and retirement planning. • Respond to participant inquiries via phone, email, and chat with integrity, ensuring client satisfaction. • Assist clients with enrollment in SMARTMap® Financial Wellness program tools and resources. • Manage participant interactions in Salesforce, ensuring accuracy, completeness, and timely follow-ups. • Serve as a Financial Advocate, assisting participants in utilizing SMARTMap® tools throughout their financial journeys. • Provide personalized advice through Foundational Planning, addressing both retirement-related topics and broader financial needs such as budgeting and debt management. • Conduct outbound calls for Foundational Planning and handle inbound calls as needed. • Collaborate with the Advisor Support, Marketing, and Compliance departments to fulfill client requests.

🎯 Requirements

• FINRA licenses (Series 65 or 63/6) are highly encouraged for applicants. • BA/BS degree from an accredited university preferred, but not required • Previous experience in the finance and/or investment market/securities preferred, but not required • 1-3 years of experience in customer service, operations support or administrative support role • Bilingual in Spanish preferred but not required • Superb verbal, written communication, and interpersonal skills • Superb computer skills, including familiarity with Microsoft Office Suite, Salesforce, and/or HubSpot • Strong attention to detail • Ability to work efficiently and accurately under pressure and to meet deadlines • Ability to work independently and to proactively seek new responsibilities • Ability to work well in a team environment with multiple departments • Emotional intelligence (EQ), Attunement and Empathy

🏖️ Benefits

• 401(k) with Employer Match • Health Insurance (with HSA option) • Dental & Vision Insurance • Life Insurance • Generous Paid Time Off Policy • Mental Health Days • Flexible Spending Account (FSA) • Healthy Work/Life Balance • Maternity/Paternity Leave Policy