Jeffrey W. Stoeber Financial Services is looking for a Administrative Assistant to assist between five and ten Financial Services Representatives. Candidate must have a strong understanding of the financial industry process and be able to see the big picture.

Will be in direct contact with President on a daily basis

This position is a flexible position and will be working from your home. The assistant will coordinate with agents and prepare proposals transmitting them via E-mail.

There will not be any client contact other than with Financial Services Representatives. An additional service includes billing agents for services rendered. Other duties as assigned.

Personal Requirements:

• High Speed Internet service, ability to be online and take incoming calls.
• Personal Computer with min 128 Ram

Professional Requirements


• 2-3 years experience as an administrative assistant in Insurance and or Financial Services Industry.
• Detailed oriented, ability to deliver as promised, strong ethics and character.
• Life, Health and Variable Annuity licensed and Series 7 licensed preferred.
• Experience running quotes for:


o Life insurance term, whole life, universal life and variable universal life.
o Disability
o Long Term Care
o Annuities

• Experience inputting data in various financial proposal applications including Financial Profiles Forecaster, Morning-Star, Asset Allocation.

If you are ready to launch your career with a firm committed to world-class performance, then send your resume and cover letter for consideration.

Contact: Human Resource Department

E-mail: HumanResources@JWSfin.com


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