Legacy Capital Group is a boutique wealth management company located in Los Gatos. We have a staff of 17 and are currently looking to fill a support role in our estate planning & insurance department. We work with clients on setting and attaining their financial goals which includes running individualized financial plans, insurance needs analysis, investment recommendations and implementation, and account (insurance and investment) monitoring and maintenance. This role works closely with our financial advisors on a client’s estate planning insurance needs, monitoring the insurance, and implementing the agreed upon insurance plan.
We offer medical, dental, life insurance, a stipend for vision care, a monthly allowance for gym membership, paid holidays, 3 weeks of PTO, and a paid company-wide week off in July. We have a tight knit group of co-workers, enjoy celebrating birthdays and work anniversaries, and encourage idea sharing and continued education.
Required Skills
- Desire to take ownership and provide the best customer service in the industry
- Energetic self-starter with an extremely positive, can-do attitude
- Basic knowledge of financial terms
- Strong organization skills with exceptional attention to detail
- Excellent written and verbal communication skills
- Proactive with ability to think ahead and act independently
- Must work well in a team environment, supporting others
- Must be able to prioritize and switch tasks as needed
- Comfortable with Microsoft suite of products: Excel, Word, Outlook, PowerPoint – especially Excel
- High School Diploma or equivalent required; college degree recommended
- One or more years of experience in the financial services industry is required – background working at a bank, mortgage processor, or similar can be helpful
- Writing skills for proper e-mail communication and note taking
Tasks overview:
- Provide superior, friendly and knowledgeable service in person, by telephone and e-mail with clients, professional partners, and service providers
- Attend and/or chair client or prospect meetings, presenting analysis to clients
- Aid in the setup of legal documents and work as a liaison between clients and any outside service providers (attorneys, CPA’s, etc.)
- Respond to client inquires and provide assistance with any policy maintenance
- Stay current on products, news and trends related to this industry
- Review and process client paperwork
- Organize and analyze the information provided, using Excel and other software tools to create insurance plans and run financial analyses.
- Auditing in-force policies and preparing in-force policy summaries
- Sending annual term reminder e-mail notices
- Creating, updating and sending annual life insurance policy updates
- Running or obtaining insurance illustrations
- Interface with insurance company underwriters
- Insurance license maintenance
Job Types: Full-time, Permanent
Pay: $4,500.00 - $5,800.00 per month
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Supplemental pay types:
Weekly day range:
Work setting:
Experience:
- insurance or financial services: 1 year (Preferred)
Ability to Relocate:
- Los Gatos, CA 95030: Relocate before starting work (Required)
Work Location: In person