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Key Responsibilities

1. Client Outreach & Appointment Setting

• Conduct outbound calls to 401K and 403B lead lists to introduce services and offer free consultation appointments

• Follow up with warm leads and prior conversations via phone and email

• Schedule appointments and manage calendar coordination for the advisor

• Maintain professional, neutral, and compliant communication

2. Follow-Ups & Relationship Management

• Perform consistent follow-ups to nurture prospects and maintain engagement

• Track all communication history and ensure timely follow-ups

• Support ongoing communication with prospects and existing clients

3. Insurance Applications & Documentation

• Assist in completing and processing life, disability, and long-term care insurance applications

• Accurately input and manage client data in insurance portals

• Create, manage, and process digital forms using tools like Adobe Acrobat, DocuSign, and Adobe Sign

• Ensure all paperwork is completed, submitted, and tracked efficiently

4. Administrative & Operational Support

• Manage and organize client records, files, and documentation

• Prepare documents, reports, and forms using MS Word and Excel





• Support day-to-day administrative tasks to improve operational efficiency

• Maintain structured digital filing systems and workflows

5. Compliance & Data Security

• Handle sensitive client information with strict confidentiality

• Work within secure systems (cloud/virtual environments)

• Ensure all documentation and communication meet compliance standards and regulatory requirements

Required Skills & Qualifications

• Strong verbal and written communication skills (especially for phone outreach)

• Professional phone etiquette with confidence in appointment setting

• High attention to detail and accuracy in documentation and data handling

• Solid organizational and time management skills

• Proficiency in MS Office (Word & Excel) for documentation and reporting

• Experience with Adobe Acrobat, DocuSign, and Adobe Sign for form creation and management

• Comfortable using CRM systems, cloud-based tools, and insurance platforms

• Ability to handle confidential financial and personal information responsibly

US Shift

Salary 20-22k

Apply on Kit Job: kitjob.in/job/4fvjom

📌 Sales Associate (Gandhinagar)
🏢 Clerk-Tech
📍 Gandhinagar