Stevens & Welles Brokerage Group
Part-Time Administrative & Marketing Assistant
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Job Description
SW Brokerage Group & SM Partners, LLC
Pay
$10.00/hour + Commission Opportunities Schedule: 15–20 Hours Per Week Location: Fully Remote Equipment Provided: Company Laptop & Headset
About Us
SW Brokerage Group is a growing life insurance brokerage helping families protect their financial future through life insurance solutions. SM Partners, LLC provides HVAC, refrigeration, and general contracting services to residential and commercial clients.
We are seeking a motivated and organized Administrative & Marketing Assistant to support both companies. This role combines administrative support, customer outreach, appointment setting, sales support, and social media management. This is an excellent opportunity for someone looking to gain hands-on experience with small business operations, sales, marketing, and customer service.
ResponsibilitiesAdministrative Support
- Manage calendars and schedule appointments
- Respond to emails, texts, and customer inquiries
- Maintain accurate customer records in CRM systems
- Assist with data entry and administrative projects
- Track leads, appointments, and sales activities
Customer Outreach & Sales Support
- Make outbound calls to prospective clients and leads
- Follow up with marketing leads and referrals
- Schedule life insurance consultations and HVAC service appointments
- Assist clients with completing applications and service agreements
- Support the enrollment of life insurance policies
- Help coordinate HVAC, refrigeration, and maintenance service contracts
Social Media & Marketing
- Manage social media accounts for both companies
- Create and schedule social media content
- Respond to messages and comments professionally
- Assist with basic marketing campaigns and promotions
- Help increase brand awareness and customer engagement
Qualifications
- Strong communication and customer service skills
- Comfortable making outbound phone calls
- Basic knowledge of social media platforms (Facebook, Instagram, LinkedIn, TikTok)
- Strong organizational and time-management skills
- Self-motivated and able to work independently
- Basic computer skills including Microsoft Office and Google Workspace
Preferred Qualifications
- Previous customer service, administrative, sales, or marketing experience
- Experience with social media management tools
- Experience using CRM systems
- Interest in insurance, sales, marketing, or home service industries
Compensation & Benefits
- $10.00 per hour
- Commission opportunities on life insurance policies sold
- Commission opportunities on HVAC, refrigeration, and maintenance contracts sold
- Fully remote position
- Company laptop and headset provided
- Flexible scheduling
- Opportunity for advancement as both businesses continue to grow
Ideal Candidate
We are looking for someone who is dependable, professional, and eager to learn. The ideal candidate enjoys talking with people, staying organized, creating social media content, and helping small businesses grow.
Pay: $10.00 per hour
Application Question(s)
- Are you interested in selling Life Insurance?
- Are you Social Media savvy
Work Location: Remote
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