Job Highlights

• Contract type: Independent Contractor
  

• Work Schedule: 40hrs per week; Monday–Friday, 1:00 PM – 10:00 PM Eastern Time (includes a 1-hour unpaid break). Flexible to work on Saturdays (still within the 40 hours/week)

 

Job Summary

Our client is a financial education agency dedicated to helping families understand how money works. We are seeking a dynamic and highly versatile Executive Assistant - Agency Operations & Marketing to be the operational and marketing assistant of our agency. In this role, you will be a trusted partner to our leadership, providing support, managing the agent licensing pipeline, engaging with clients, and contributing to our digital presence. If you are an exceptionally organized professional who thrives on wearing multiple hats—from tutoring and administration to social media and client relations—this is the perfect opportunity for you.

 

Key Responsibilities

Agent Onboarding & Support

• Lead new agents through the entire licensing process, providing tutoring, tracking progress, and ensuring all requirements are met for exam success.
• Serve as the primary point of contact for the team, answering questions and providing ongoing operational support.

Client & Policy Administration

• Act as a liaison with insurance companies, proactively following up to ensure policies are completed accurately and on time.
• Ensure data integrity across all administrative platforms, maintaining meticulous and up-to-date client records.

Marketing & Client Engagement

• Develop and manage the company's social media presence to increase brand awareness and engagement.
• Assist in creating simple marketing content (graphics, posts, etc.) for various platforms.
• Meet with clients to conduct onboarding questionnaires and ensure a smooth client experience.

General Operations & Executive Assistance

• Provide executive assistant support to agency leadership, including calendar management and other organizational tasks as needed.
• Manage the team's email inbox, responding to inquiries promptly and professionally.
• Proactively identify and solve administrative bottlenecks to improve agency efficiency.

Requirements

Qualifications & Requirements

• Advanced proficiency in Google Suite is essential.
• Exceptional organizational and time-management skills, characteristic of a top-tier Executive Assistant.
• Proven experience with social media management and basic content creation for a business or brand.
• Excellent communication skills, with confidence and professionalism in client-facing meetings.
• A proactive problem-solver who can manage multiple, diverse priorities and work independently.
• Unwavering reliability with a stable, high-speed internet connection and a professional home office setup is a non-negotiable requirement for this role.
• Experience in the financial services or insurance industry is strongly preferred.
• HIPAA certification is a plus.

 

Benefits

Independent Contractor Perks:

• Health Insurance Coverage

• Permanent Work from Home

• Immediate Hiring

• Steady Freelance Job

 

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.


Job ID: 47342562926