Personal Assistant Job at Palmetto Senior Benefits, Little River, SC

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  • Palmetto Senior Benefits
  • Little River, SC

Job Description

Job Description

Job Description

PERSONAL ASSISTANT:

As a Personal Assistant, you will work closely with the District Manager , speaking daily with clients and prospects, developing relationships, and performing various administrative tasks such as managing schedules, handling correspondence, and organizing meetings. 

You'll enjoy the unique experience of genuinely helping people. We help seniors find the best Medicare benefits at the lowest costs and focus holistically on other options for Life Insurance, Annuities, and Home Care-LTC plans, all through our " Retirement by Design " methodology.

Position Details: 

  • Set appointments and manage the DM's calendar. 
  • Triage client issues and manage these situations to resolution.
  • Make new client appointments and confirm scheduled appointments.
  • Keep CRM & Excel spreadsheets updated with accurate information.
  • Light Marketing tasks as assigned. 

Position Requirements: 

  • Coachable and Personable.
  • Exceptional Communication, Time Management, and Organization Skills.
  • Reliable, be on time, and ready to work.
  • Ability to work both independently and as a Team. 
  • Passion for helping people and exceeding their needs. 
  • Reliable Transportation. 
Company Description

We are currently hiring experienced, dedicated, and outgoing individuals. Our standards are high. We are looking for professionals with a drive to excel in their careers, the passion to make a difference, and the desire to love what they do.

The Personal Assistant position involves interacting with new & current clients daily while developing lifelong relationships.

(Note: Commission portion of Income does not require any selling and is part of a Team payment)

Company Description

We are currently hiring experienced, dedicated, and outgoing individuals. Our standards are high. We are looking for professionals with a drive to excel in their careers, the passion to make a difference, and the desire to love what they do.\r\n \r\nThe Personal Assistant position involves interacting with new & current clients daily while developing lifelong relationships.\r\n\r\n(Note: Commission portion of Income does not require any selling and is part of a Team payment)

Job Tags

Currently hiring,

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