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Company Overview

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Position Objective

World Investment Advisors (WIA), the financial services division of World Insurance, is looking to add a Manager-Client Experience who will serve client advisors in their opening of accounts, back-office administration, client engagements and contact including client service and portfolio reviews.

Primary Responsibilities

CRM (Redtail)

+ Maintain all client and prospect data, including review schedule, in CRM system

+ Maintain compliant client files; required books and records

+ Ensure data integrity across platforms (Schwab, Black Diamond, eMoney, RPAG)

+ Service Tasks – Enter to CRM, Delegate, Ensure completion

Client Onboarding & Access

+ Prepare and process new account paperwork

+ Assist with asset transfers

+ Set up online portals for clients

+ Set up EFT & check writing capability

+ Manage RMD’s

Client Reviews - Schedule / Prepare / Follow up

+ Develop client appointment agenda

+ Help prepare materials for Review Meeting

+ Assist with client reviews / Take case notes for follow up/CRM

+ Debrief action items with Lead Advisor

+ Prepare post appointment summary letter for client

Client maintenance

+ Contact client with case updates

+ Support proactive client engagement

+ Ad hoc Client Service requests

Financial Planning - eMoney

+ Enter data in planning software—prospect/client Profiles

+ Produce financial plans under direction of Lead Advisor

+ Make adjustments and changes to plan

Retirement Plans Service - RPAG

+ Schedule Investment Committee Meetings on annual calendar

+ Manage Plan Data Updates – Electronic PAL

+ Generate Fiduciary Investment Reviews

+ Investment Committee Minutes- complete and post to Fiduciary Briefcase

+ Participant Education- tailor Power Points to each client

+ Deliver Participant Education- in-person and webinars

Investment Management – Black Diamond / Morningstar /Schwab

+ Prepare monthly/quarterly reporting

+ Perform investment research and analysis

+ Monitor investment performance; asset allocation

+ Execute transactions under the direction of Lead or Service Advisor

Sales Support

+ Maintain Opportunity "Pipeline" in HubSpot

+ Help prepare Presentations, Proposal and Reports

+ Manage marketing communication – Newsletters, website, social media calendar

+ Communications – Maintain standard marketing pieces, tailor to specific opportunities

+ Follow up on opportunities- organize Advisors for calls

Business Improvement

+ Collaborate with firm specialists on plan and investment design

+ Identify new asset and service opportunities

+ Facilitate weekly team meeting

+ Communicate daily with advisors and support team

+ Prepare monthly metrics report

Position Requirements

+ Current industry experience with banking, financial services or investment advisory

+ Bachelor’s degree preferred but not required

Perks & Benefit

+ 401(k) with Employer Match

+ Health Insurance (with HSA option)

+ Dental Insurance

+ Vision Insurance

+ Life Insurance

+ Generous Paid Time Off Policy

+ Flexible Spending Account (FSA)

+ Healthy Work/Life Balance

+ Maternity/Paternity Leave Policy

+ Remote Work Opportunity

About World Investment Advisors

World Investment Advisors (formerly Pensionmark Financial Group) is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $76B assets1 across 65 offices and 310 team members.

Stimulating Environment

At WIA, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.

Team-Oriented

Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.

Why World Investment Advisors?

+ Great company culture with an awesome team-oriented atmosphere!

+ Mentorship Opportunities

+ Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)

+ Professional growth opportunities

+ Friendly and collaborative work environment

+ Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

To Executive Search Firms and Staffing Agencies

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

1As of 12/31/2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.

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