Posting Date

Responsibilities and duties

  • Support our Advisors and Stewardship Consultants in the Illinois market.
  • Acquire and maintain a strong working knowledge of all investment and insurance products, compliance regulations, and systems for processing workflow.
  • Effectively manage product and service inquiries and questions from clients.
  • Upon recommendation from Advisors, assist clients throughout entire application processes for various products and services.
  • Prepare issued policies for mailing or appointment.
  • Manage any additional follow up items from meetings as directed by Advisors/Stewardship Consultants.
  • Become proficient using the Everence client database system (CRM) to effectively manage and analyze client data.
  • Become proficient using specialized software, including LaserApp, OnBase, Portfolio Link, and Innovest.
  • Prepare illustrations, reports and forms for advisor and client.
  • Develop relationships with pastors and congregational Stewardship Advocates, supporting Stewardship Consultants’ efforts to encourage financial stewardship education activities in congregations.
  • Process incoming mail and handle request.
  • Handle mailings and place follow-up calls.
  • Give leadership in coordination of marketing and events.
  • Working knowledge of Mennonite Foundation and Everence Trust Company processes; support the workflow of MF/ETC transactions.
  • Working knowledge of Everence Federal Credit Union product and information.
  • Give leadership to office management functions.

Qualifications

  • Minimum of two to three years of sales support experience preferred.
  • Willingly embrace the mission of Everence; ability to help individuals move from a transactional relationship to the Everence experience in integrating faith and finance.
  • Self-directed with the ability to prioritize work schedule and work in a fast-paced environment; flexible to changing demands and oriented to problem solving.
  • Strong sense of urgency, initiative, proven organizational skills.
  • Good judgment and ability to keep information confidential.
  • Ability to handle multiple tasks and interruptions with efficiency, calmness, and courtesy. Strong attention to detail.
  • Ability to work and communicate well with staff and advisors with different styles and personalities.
  • Ability to handle difficult situations with tact and diplomacy.
  • Advanced working knowledge of Microsoft Office software, including spreadsheets and databases, mail merge functions, presentations, etc.
  • Ability to learn and navigate within the CRM software to create reports, complete projects, etc.
  • Excellent written and verbal communication skills, including in public settings; good phone presence.
  • Willingness to travel outside the office (occasional overnight) for educational presentations and/or meetings with clients.
  • Vision-oriented to continually look for improvements in work processes and opportunities for growth.
  • Ability to meet the public in a professional and friendly manner.
  • Willingness to become licensed in life and health within three months and maintain license through continuing education; willingness to serve as notary public.

Schedule

This is a full-time position.

Location

This position is located in the Everence Fisher, Illinois office.

Apply online