Retirement Specialist Group Coordinator REQ#4786

Full Time at The Villages Insurance

The Retirement Specialist Group Coordinator will have strong organizational and communication skills.  The successful candidate will have the ability to plan and coordinate for the Retirement Specialist Group Advisors.

Essential Duties and Responsibilities:

Scheduling and preparing for workshops as well as team meetings

Compiling data and tracking for revenue and productivity

Assisting with documentation and follow up for licensing and contracting

Reporting and tracking of commission

Working with the marketing department to give input on ads and events

Client and Insurance Company Partner communication

Demonstrates a high level of confidentiality

Ability to multi-task and work effectively in a team environment

Ensure high level  of client service and satisfaction

Education and Experience:

High school diploma or general education degree (GED); or six months to a year related experience and/or training; or equivalent combination of education and experience.

Currently holds a 2-15 license or will obtain within six months in the position

Must have a working knowledge of Microsoft Office

 Click here to apply for this position

The Villages Insurance  is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, disability status, protected veteran status, or any characteristic protected by law. Applicants have rights under Federal Employment Laws. Please see the attached posters for more detail about your rights: Equal Employment Opportunity is the Law (EEO)Family and Medical Leave Act (FMLA), and Employee Polygraph Protection Act (EPPA)

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