Administrative Assistant Sales Associate

Pacific 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.

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

Skills

• 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)
• 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

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