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Caring about you since 1932.

Career Opportunities

Career Opportunities

Are you looking for that next career opportunity? Sapers & Wallack, for over 80 years a leading independent, full-service financial and insurance advisory firm, with a positive and client centered culture, is looking to make key hires as we continue to expand and solidify our reputation as the leading financial and benefits advisor to businesses and high net worth individuals in the New England Market.

The professionals on our team are not just people sitting at a desk. They are part of our family. Our employees embrace a number of commonly shared values: collaboration, accountability, customer focus, a bias toward actions and results, entrepreneurial spirit and, at all times, the highest ethical standards. These values represent the behavior each employee is expected to exhibit in their role. In our view, fostering a culture that embodies these values will lead to success and growth for our employees and our business.


Client & Office Support Specialist – Life Insurance Industry

Background:

Sapers & Wallack, a leading independent, full-service financial and insurance advisory firm, is looking for a Client & Office Support Specialist. For over 80 years, our sales associates work to build long term relationships with our customers, helping them navigate our full range of investment, insurance, executive benefits and employee benefit products and services. The primary role of the Client & Office Support Specialist is to help grow our business through supporting sales, servicing our clients and providing administrative support to achieve the firm’s initiatives.

Responsibilities:                                                                

Client Service Support

  • Assist with conducting policy reviews
  • Complete insurance summaries and policy status reports
  • Prepare and track premium invoicing and administration fees
  • Process policy changes
  • Order inforce illustrations
  • Correspond with carriers, clients and team to meet client expectations

Administrative Support

  • Salesforce database entry, reporting, maintenance and improvements
  • Outlook calendaring
  • Assist with pre and post-sale administrative duties as needed
  • Assist with creating client and/or prospect correspondence letters
  • Other office projects and team administrative support as needed

Requirements: 

  • Bachelor degree
  • 2+ years in life insurance industry preferred
  • Proficient in Microsoft Office products (Excel is a plus)
  • Basic industry knowledge of Life, Disability, LTC and Annuities preferred

Other Qualifications: 

Motivated; highly organized with strong follow-up skills; excellent written and verbal communication skills and ability to speak with clients. Ability to switch gears if needed. Strong computer skills.  Client management system knowledge (Salesforce experience is a plus).

To Apply:

Kindly email a cover letter and resume to Anthony Maalouf, Financial Administrative Assistant at amaalouf@sapers-wallack.com for immediate consideration.


Client & Office Support Specialist – Life Insurance Industry (Seasoned Part-Time Person)

Background:

Sapers & Wallack, a leading independent, full-service financial and insurance advisory firm, is looking for a Client & Office Support Specialist. For over 80 years, our sales associates work to build long term relationships with our customers, helping them navigate our full range of investment, insurance, executive benefits and employee benefit products and services. The primary role of the Client & Office Support Specialist is to help grow our business through supporting sales, servicing our clients and providing administrative support to achieve the firm’s initiatives.

Responsibilities:                                                                

Client Service Support

  • Conduct policy reviews
  • Complete insurance summaries and policy status reports
  • Prepare and track premium invoicing and administration fees
  • Process policy changes
  • Order inforce illustrations
  • Correspond with carriers, clients and team to meet client expectations

Administrative Support

  • Salesforce database entry, running reports, maintenance and improvements
  • Ordering of office supplies, maintaining office support calendars and Outlook calendaring
  • Assist with pre and post-sale administrative duties as needed
  • Creating client and/or prospect correspondence letters
  • Other office projects as needed
  • Ad hoc administrative support to Central Team members who handle insurance, underwriting, and executive benefits

Requirements: 

  • Bachelor degree
  • 7+ years in life insurance industry preferred
  • Proficient in Microsoft Office products (Excel is a plus)
  • Good industry knowledge of Life, Disability, LTC and Annuities preferred
  • Option to work remotely, in-person or combination thereof

Other Qualifications:

Motivated; highly organized with strong follow-up skills; excellent written and verbal communication skills and ability to speak with clients. Strong computer skills including Microsoft 365.  Client management system knowledge (Salesforce experience is a plus).

Kindly email a cover letter and resume to Anthony Maalouf, Financial Administrative Assistant at amaalouf@sapers-wallack.com for immediate consideration.


Financial Advisor – Wealth Management

The Financial Advisor will be an experienced and passionate Certified Financial Planner who will join the Sapers & Wallack leadership team as a key hire in expanding their wealth management practice. The ideal candidate will be confident in their ability to generate new business, as well as lead relationships on behalf of the firm with existing clients, centers of influence and identify additional services from other departments We are looking for a candidate with an entrepreneurial spirit who is open-minded in their approach to acquiring new clients and delivering customized solutions. With ambitious growth targets set for the next few years, we are looking for an advisor that is interested in expanding the firm’s existing structure and contributing to the overall long-term success of the practice.

Requirements: 

  • 5+ years of experience advising high net worth clients
  • Strong track record of building their own book of business and generating new clients for their firm
  • Having an existing book of business of $10M – $20M plus that is transferrable
  • Certified Financial Planner© (CFP) designation required
  • Strong knowledge of overall wealth management, investments, financial planning techniques, tax strategies, and estate planning solutions
  • A self-starter that thrives on the opportunity to work in a growing, boutique firm and assist with developing systems, policies, and procedures
  • Familiarity with Fidelity, SEI, Pershing, NetX360, eMoney, MoneyGuide Pro or other wealth software
  • Familiarity with the Office 365 and SalesForce environment
  • Series 65, Series 7, Series 63 Required

To Apply:

Kindly email a cover letter and resume to Anthony Maalouf, Financial Administrative Assistant at amaalouf@sapers-wallack.com for immediate consideration.


Junior Financial Advisor/Para Planner – Wealth Management

The Junior Financial Advisor will be an experienced and passionate Certified Financial Planner who will join the Sapers & Wallack wealth team as a key hire in servicing and expanding their wealth management practice. The ideal candidate will be confident in their ability to service any wealth management client transactions, prep financial plans using our software, generate new business, as well as lead relationships on behalf of the firm with existing clients, centers of influence and identify additional services from other departments. We are looking for a candidate with an entrepreneurial spirit who is open-minded in their approach to acquiring new clients and delivering customized solutions. With ambitious growth targets set for the next few years, we are looking for an advisor that is interested in expanding the firm’s existing structure and contributing to the overall long-term success of the practice.

Requirements: 

  • 3+ years of experience advising high net worth clients
  • Strong track record of building their own book of business and generating new clients for their firm
  • Having an existing book of business of $4M – $10M plus that is transferrable
  • Certified Financial Planner© (CFP) designation or desire to obtain it within 2 years
  • Strong knowledge of overall wealth management, investments, financial planning techniques, tax strategies, estate planning solutions, insurance and annuities.
  • A self-starter that thrives on the opportunity to work in a growing, boutique firm and assist with developing systems, policies, and procedures
  • Familiarity with Fidelity, SEI, Pershing, NetX360, eMoney, MoneyGuide Pro or other wealth software
  • Familiarity with the Office 365 and SalesForce environment
  • Series 65, Series 7, Series 63 Required

To Apply:

Kindly email a cover letter and resume to Anthony Maalouf, Financial Administrative Assistant at amaalouf@sapers-wallack.com for immediate consideration.