Pacific Advisors · 1 day ago
Administrative Assistant Sales Associate
San Francisco, CA
Full-time
Hybrid
Entry Level
$25/hr - $25/hr
1+ years expPacific Advisors is seeking a driven, detail-oriented professional for the Client Care Specialist position that offers a long-term career path. The role begins with administrative and client-service training, leading to a client-facing advisor role where the candidate will educate clients on disability and life insurance for physicians.
BankingConsultingFinancial Services
Hiring Manager
Marisa George
Responsibilities
Manage 20–30 cases, process applications and follow-ups, run quotes, and support advisors
Learn disability and life insurance for physicians
Join client meetings, educate physicians, and take ownership of prospects and referrals
Begin building your own book of business, and continue providing high-quality client care to your growing clientele
Qualification
Required
Strong verbal and written communication skills; able to retain and convey detailed information with ease
High integrity and ethical judgment; must pass a background check
Highly detail-oriented with the ability to handle sensitive and confidential information responsibly
Self-starter with excellent organizational and time-management skills; able to work independently
Willingness and ability to obtain necessary licensing/certifications, including passing the Life Insurance exam within the first year
Solid References (no family or friends)
Preferred
Self-starter with strong initiative, reliability, and follow-through
Extremely organized, detail-oriented, and comfortable in a fast-paced, high-expectation environment
Growth-minded 'Type A' personality who prides themselves on improving, learning, and doing the right thing
Interest in growing into a producer/advisor role
Benefits
Health Insurance
401k contribution
Company
Pacific Advisors
Pacific Advisors is a financial services company providing personal, family, and enterprise financial strategies services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kelly Kidwell
CEO
Brandon Au, CFS
Managing Partner
Company data provided by crunchbase