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- Moss Financial Services
Licensed Insurance Sales Assistant – Exciting Growth Opportunity27 days agoFull-timeManhattan, New YorkMoss Financial Services is a dynamic firm specializing in comprehensive financial planning, including life settlements, insurance solutions, investment advisory, and employee benefits. We are committed to delivering personalized, results-driven financial strategies for individuals, families, and businesses. A significant portion of our profits supports charitable organizations, reflecting our dedication to both financial success and social responsibility. We are looking for experienced professionals to join our growing team, offering opportunities for career advancement and meaningful impact. Job Description: Join our dynamic team at Moss Financial Services. We are looking for a licensed insurance sales assistant with at least 2 years of experience to help us expand our client base and provide top-notch support. This role will involve lead generation, client communication, appointment setting, and portfolio reviews. You'll be working directly with companies, individuals, and key partners to drive our life settlement and insurance products. Responsibilities: Assist with sales and marketing efforts, primarily for life insurance and life settlements. Call and follow up with referrals, prospects, and clients. Help maintain customer relationships and provide exceptional client support. Coordinate with internal teams to ensure smooth client onboarding and follow-ups. Assist in preparing presentations and client meetings. Requirements: Must have a valid insurance license. Minimum 2 years of experience in life insurance or life settlements. Strong communication, organizational, and multitasking skills. Ability to work independently and manage client relations. Benefits: Competitive compensation. Opportunity for growth in a supportive, mission-driven company. Flexible working environment. If you're passionate about helping clients and growing with a company that makes a difference, we’d love to hear from you!
Easy apply - Evergreen Resource Trading
Executive Assistant2 months ago$55000–$60000 yearlyFull-timeFlushing, QueensSummary Support the CEO primarily and provide additional support to team members, as directed, to ensure that company goals and objectives are accomplished and that operations run efficiently. Maintain and refine internal processes that support high-ranking executives and coordinate internal and external resources to expedite workflows. Manage communication with customers and internal staff to smooth out daily operations and tasks Responsibilities Provide administrative and office support, such as typing, spreadsheet creation, email, and maintenance of filing system and contacts database Send Purchase Order and Settlement to suppliers in a timely manner Visit suppliers 2 – 3 days a week, including take supplier material pictures and report inventory Type up, record and send out invoices and various documentations Timely bookkeeping related to all facet of businesses Manage professional and personal scheduling for CEO, including agendas, mail, email, phone calls, client management, and other company logistics Maintain professionalism and strict confidentiality with all materials Organize team communications and plan events, both internal and off-site Performs detail research work and summarizes findings and proposal. Support property management dept and conduct related tasks including but not limited to lease management, vendors and tenants communications, etc Required skills & qualifications English & Chinese bilingual College degree. Experience in an administrative role reporting directly to management Able to drive up to 200 miles radius Excellent written and verbal communication skills Strong time-management skills, ability to organize/coordinate multiple concurrent projects Proficiency with office tools and an aptitude for learning new software and systems Preferred skills & qualifications Experience in developing internal processes and filing systems Quick Book or similar accounting software experience
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