25 Custom Service jobs in Dothan, AL
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Entry Level Management

Globe Life Liberty National Division: Brooks Agency

Dothan, AL

$800-$1,500/wk
Onsite

  • Entry Level Management
  • No previous experience in insurance or sales is required
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Travel Cath Lab Technologist - $2,628 per week

Trustaff Allied

Dothan, AL

$2,628/wk
Health InsuranceRetirement Benefit
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Sr BOA

Edward Jones

Dothan, AL

Within 15 miles of Dothan, AL

OnsiteHealth InsurancePaid Time OffRetirement Benefit

  • Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
  • 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility
  • Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
  • Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
  • Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
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