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About FiscalBridge

FiscalBridge is a fast-growing company set apart from other insurance agencies. We are determined to redefine the way people perceive and understand insurance. We teach the power of insurance for cash growth, becoming your own banker, and leaving a true legacy. This is shared through two books the owner, Mary Jo, has authored, Farming Without The Bank and Wealth Without The Bank Or Wall Street. We strive to turn the traditional thought process around money on its head and unleash the true financial potential of our clients.

We are looking for someone who wants a career, not just a job. Someone who is not afraid of going against the grain and is empowered by making a difference in others lives. Our assistant is the face and voice of FiscalBridge. They are equally as important (if not more) than the boss.

STUFF WE WILL TRUST YOU WITH

  • Answering Phones and Providing Top Notch Customer Service
  • Setting Appointments and Calling with Reminders
  • Processing of Life Insurance Applications, Transactions and Maintenance 
  • Task Management for Yourself and the Boss
  • Processing Mail (we sell lots of books)
  • Manage Client Lists
  • Plan and Put Together Conference Packets

SOFTWARE YOU WILL NEED TO KNOW/LEARN

  • Word / Excel / Outlook
  • CRM System: Infusionsoft (we will train you)
  • Project Manager: Asana
  • Company Websites

WHAT IT WILL TAKE TO SUCCEED IN THIS ROLE

While there is no specific experience needed, it would be awesome to have knowledge of life insurance and farming.  We want you to share our passion!  If you don't know insurance of farming, it's okay - we can train you.  However, if you don't care to learn, then it may be a fit like pantyhose on a pig!

Travel and weekends are required twice a year for conferences we sponsor.

No micromanaging here!  The boss does not have time for that, but like Santa, she's always watching.

  • Positive Attitude
  • Imperative You are a Self-Starter 
  • Proactive Thinking (be one step ahead of the boss!)
  • Excellent Attention to Detail
  • Desire to Learn 
  • Passion In What You Do
  • Team-Player
  • Love Check Lists -Task-Oriented
  • Love to Research

Salary

Pay is paid on an hourly rate and based on experience. $16.00 to $18.50
Bonuses are possible along with commission.

Hours

Admin Work Hours:  M-F 8:30 am - 4:30 pm
May be later during the busy season and weekends but rare.


CULTURE

In lieu of fancy corporate benefits, you'll have flexibility, great work hours, and no corporate bullshit.  So if you're tired of your mundane cubicle job and want to join a friendly, extremely German passionate team with limitless potential, we would love to meet you!

The dress code is blue jeans with boots - or stilettos if that's how you roll.  We prefer casual since 99% of our clients are farmers. 

HOW TO APPLY

Please submit your resume in a PDF by emailing it to:

Email
maryjo@fiscalbridge.com

See How It Works

Get a quick lesson into how you can be Farming Without the Bank and keeping more of the profits.

In just a few minutes you'll be redirected to view your video. I'll email you a link so you can refer to it again later too.