Monthly Archives: November 2014

Epiphany Financial is Hiring!

EF - NOW HIRINGThis is a great opportunity for someone who is new in their career or returning to the workforce or someone who wants to have more control of their time and income.

Ideally one person will posses the talents and skills to fulfull both the administrative side as well as the business development side of this role. However this full time position may be able to be broken into two part time positions.

Please send resume to kvitacca@pegplanning.com


Client Relations Manager / Sales Assistant

  • Requires professionalism and comfort with phone conversations with a seasoned customer service attitude
  • Requires proficiency and comfort with computer applications, specifically Excel, Word and Outlook software and willingness and ability to learn ConstantContact and SendOutCards online systems.
  • Must be proactive in follow ups and follow through
  • Must be detail-oriented!
  • Must take initiative and respectfully ask for  the information needed from a busy business owner who talks fast, changes her mind frequently, and does not  always communicate progress on her end. “Mind-reading” is a plus. J
  • Must exude confidence with a professional appearance
  • Would prefer a professional willing to prospect
  • Must have or acquire Group 1 Insurance License within first 90 days of hire
  • Full time; Base + Commission; Flexible hours
  • Opportunity to earn more!

Main Duties Required include but not limited to:

  • Set appointments for very busy entrepreneur in the financial services industry
  • Conduct the majority of meeting confirmations and follow up via email and phone. Requires setting up meetings through Outlook, confirming, making changes, etc., therefore a lot of back and forth with clients and prospects.
  • Manage the application process from taking the information via phone or in person if necessary and following  through to final approval which is about a four week process
  • Constant communication with administrative office personnel throughout the county for various problematic application and underwriting issues to ensure everyone has the same information and such the client is the least impacted by a fairly extensive process
  • Maintain tracking list of all prospective and current clients-in database with information that can change daily
  • Maintain and update all prospect and client information in business owner’s contact database
  • Maintain marketing programs specifically related to use of card mailing software to online email marketing systems, website and social media
  • Manage events from invitation, through attendance at event to support Epiphany Financial Owner, to after event follow-up
  • Attend local networking meetings and represent Epiphany Financial services in order to prospect for new clients and opportunities
  • Help build and manage educational seminar division 

Base annual salary paid monthly on 1st and 15th

Commissions based on prospects developed

Computer provided

Expenses covered for license acquisition and networking fees

Please send resume to kvitacca@pegplanning.com.