TSA Administrative Marketing Assistant. The individual will report to the TSM, and will provide administrative and marketing support to RBG financial professionals. The position will act as a liaison from the local office to the RBG Headquarters.
Functions
Listed are several of the main, but not limited to, Job functions of the TSA AMA:
Client Management.
Maintain and utilize the Webstation Client management database for RBG financial professionals.
Functions include:
Increase Mailings, School Visits Mailings.
Annual Review Mailings.
Manage and Track School Assignments.
Ad hoc and cyclical Mailings.
Coordinate the RBG Letter Library and Compliance submissions.
Marketing
Track financial professionals visits to schools/units and have Pre- Marketing preparations made: Stuffers, letters, Sales Tracking.
Track local RBG financial professional production.
Maintain all marketing supplies for the RBG Group prospectus wrappers/brochures etc.
Reports
Distribute RBG and Sales Tracking Reports.
Disseminate Webstation Client Management and eDOX Production and TSA information.
Financial professionals sales tracking reports collected for RBG Headquarters.
Client Administration
Perform Maximum Exclusion Advanced Calculations.
Track third party rollover and exchange requests.
Track internal RBG Sales Campaigns.
Trouble Shooting’ Administrative Problems. Assist with the other Administrative Assistant(s) during high production cycles i.e. application processing & Perform Maximum Allowable contribution.
Candidate Profile
Individual should possess several or all of the following characteristics:
Well organized, ability to handle multi-task jobs, high volume and fast paced environment. Ability to use in-house databases, and experience with MS Windows software, need excellent computer skills and telephone manner.
Training & Support
RBG Headquarters will provide back up support through manuals, Toll Free telephone support and hands on training on a request basis. Local Agency training will be provided periodically.
In addition to competitive compensation and an outstanding benefits package including 401 (k), pension and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment. AXA Equitable Life Insurance Company is an Equal Opportunity Employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
Job Type:
Permanent
Location:
Nebraska-Lincoln
Salary:
[n/a]
Date available:
now
Experience Skills:
Experienced
Company:
AXA Equitable Financial Services, LLC
Company Description:
In business since 1859, AXA Equitable Life Insurance Company (formerly The Equitable Life Assurance Society of the United States) is a leading financial protection company and a premier provider of life insurance, annuity, and investment products and services. AXA Equitables assets under management totaled $539.46 billion as of December 31, 2008
Company Website:
[n/a]
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08/12/2009