🚀 We're Hiring: Part-Time Office Manager / Sales Assistant
📍 Greenville, OH | 30 Hours/Week | Growth Opportunity
Are you organized, people-focused, and ready to grow your career in financial services? Join a thriving Financial Planning Practice in Greenville, OH as our next Office Manager / Sales Assistant — a key role supporting both our clients and our advisor.
This is more than a job. It’s a stepping stone to a rewarding career in the Financial Services, Insurance, and Benefits industry. Whether you're looking for part-time flexibility or a path to full-time and professional advancement, we’ll support your journey.
What You’ll Do
You’ll be the first point of contact for clients via phone and email. You’ll assist with account updates, paperwork, and scheduling. You’ll prepare reports and meeting materials, coordinate open enrollment sessions, and help keep our CRM system updated and our office running smoothly.
What You Bring
Strong communication and customer service skills
Detail-oriented, organized, and a self-starter
Ability to manage multiple priorities and meet deadlines
Tech-savvy with MS Outlook, Word, Excel (Salesforce and Zoom a plus)
Bonus Points For
Experience in insurance benefits (life, disability, FSA, etc.)
Prior sales support or administrative experience
Interest in becoming licensed as a Financial Advisor or Insurance Agent
Tools We Use
MS Outlook, Excel, Word
Salesforce CRM
Zoom and Microsoft Teams
Perks and Benefits
Retirement plan
Paid time off and holidays
Additional benefits (life, disability, health) available
If you're passionate about helping people and curious about the financial services industry, we’d love to hear from you.
📩 Apply now or message us to learn more!
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