Join Our Team

Sage Investments, LLC is currently seeking a highly motivated individual to join our team as a client development assistant.  This position requires problem solving and a desire to help people with a proven track record of success.
A background check will be required.

Qualifications & Experience:

  • Experience prospecting, networking and new business development
  • Experience creating and delivering sales presentations
  • Experience in life and health insurance with an active PA life and health license
  • Experience in 401k market
  • Results-oriented and highly motivated
  • Excellent communication skills (written, verbal, telephone)

Primary Duties and Responsibilities:

  • Provide support to the advisor by developing and servicing existing accounts as well as performing outbound prospecting calls.
  • Recognize and promote cross-sales opportunities
  • Servicing existing and new clients on retirement plan solutions

 

Our Team