About E4 Insurance Services

E4IS is a national insurance marketing organization (IMO/BGA/FMO) specializing in life insurance, fixed and

indexed annuities, long-term care, and disability income. We partner with

holistic financial and insurance advisors and help them deliver predictable

results in an unpredictable world.

Four things we do for advisors and their clients:

•      Protect incomeProvide liquidity
•      Protect investment portfoliosDesign retention and reward strategies for employers

  Our approach is consultative, unbiased, and customized. In

  short: we make “life” easy.

  Our culture runs on Jack Welch’s “4 E’s” of leadership — energy, energize, edge, and execution. We have offices

  in Verona, WI and Fargo, ND, with remote teammates coast to coast. This role is

  onsite in Fargo.

  Why This Role Exists

  Our two Managing Partners spend

  their highest-value hours in front of advisors, carrier partners, and clients.

  Every hour they spend on scheduling, paperwork, and follow-up is an hour not

  spent growing distribution.

  The Executive Assistant exists to buy back those hours — by owning the calendar, the inbox triage, the meeting

  prep, the case paperwork, and the follow-through, so that nothing falls through

  the cracks and the Partners walk into every meeting fully prepared.

  This is not a task-taking job. The best version of this role anticipates what the Partners need before

  they ask.

  What You'll Own

  1. Calendar, Travel & Daily Priorities

•      Own the calendars for two Managing Partners —

  scheduling, rescheduling, protecting focus time, and resolving conflicts

  without escalating every one

  Book and manage travel: flights, hotels, ground

  transportation, and itineraries.

•      Run a weekly priorities check-in with each Partner;

  keep a visible list of open commitments and deadlines

  Build meeting agendas in advance and distribute

  pre-reads so meetings start prepared, not cold

  2. Communication & Correspondence

•      Triage the Partners’ inboxes: surface what needs them,

  handle what doesn’t, and draft responses in their voice

  Screen and route incoming calls; answer the main line

  professionally and direct callers to the right department

•      Monitor shared inboxes and voicemail with

  same-business-day acknowledgment

  Maintain distribution lists for advisors, carrier

  partners, and internal teams

  3. Advisor & Client Coordination

•      Schedule and confirm advisor and client appointments,

  virtual and in person

  Take meeting notes, capture action items, and drive

  follow-ups to completion — you own the loop until it closes

•      Provide administrative support through the life

  insurance application and underwriting process: assembling paperwork, gathering

  signatures via DocuSign, tracking requirements, and following up with carriers

  and advisors on outstanding items

  Support advisor onboarding, contracting, and the

  registration process with our Broker-Dealer

•      Maintain accurate records in our CRM and case

  management systems

  Scope boundary: This is an administrative role. You will not solicit, negotiate, recommend, or give advice

  on insurance or securities products. Questions of product suitability,

  coverage, or advice route to a licensed advisor or Managing Partner — every time,

  no exceptions.

  4. Records, Confidentiality & Office Operations

  Maintain organized digital and paper filing systems in

  SharePoint and OneNote, with confidentiality as the default setting

•      Handle nonpublic personal information — health,

  financial, and beneficiary data — strictly according to company policy and

  applicable privacy requirements

  Order and maintain office supplies, coordinate meals

  for meetings, and handle shipping

•      Pick up, sort, and distribute mail promptly

  5. Team & Culture

  Coordinate team events: birthdays, NAIFA watch parties,

  partner check-ins, and office celebrations

•      Be the person who makes the office feel like somewhere

  people want to be — welcoming to visitors, helpful to coworkers, and steady

  when things get busy

  Stay engaged in learning the life insurance and annuity

  business; you don’t need to arrive an expert, but you should leave your first

  year knowing considerably more than you came in with

•      Take on new projects as assigned — this role grows with

  the person in it

  How Success Is Measured

  You will be reviewed quarterly against these six measures. Bonuses are tied to company performance and to your

  progress here.

  Nothing falls through the cracks. Commitments

  made in meetings get tracked and closed. Follow-ups happen without a reminder.

  Deadlines are met or renegotiated early — never missed silently.

• The calendar works. Both Partners start their

  week knowing exactly where they need to be. Double-bookings, travel snarls, and

  last-minute scrambles are rare and quickly resolved.

  Response time. Internal and advisor

  communications acknowledged same business day; client-facing items handled

  within agreed service standards.

• Case paperwork moves. Applications and

  requirements are complete, accurate, and progressing. You know the status of

  every open case you touch without having to go look it up.

  Confidentiality is airtight. Zero mishandling of

  client or company confidential information. Discretion in what you say, where

  you say it, and where you store it.

• Judgment improves over time. Decisions you

  escalate in month one, you make on your own by month six — and the Partners

  trust those decisions.

  First 90 Days

  Days 1–30 — Learn the terrain

  Master the tech stack: Outlook, SharePoint, OneNote,

  DocuSign, CRM, and our case management workflow

•      Learn each Partner’s preferences — how they like their

  calendar built, their email triaged, their meetings prepped

  Complete required compliance, privacy, and

  cybersecurity training

•      Understand the basic mechanics of a life insurance

  case, start to finish

  Days 31–60 — Take the wheel

  Own both calendars end to end, including travel
•      Run inbox triage independently and draft correspondence

  for review

  Produce meeting agendas and notes without being asked
•      Manage open case requirements and carrier follow-ups

  Days 61–90 — Get ahead of it

  Anticipate needs: prep materials before the request

  comes

•      Propose at least one process improvement you’ve

  identified from the inside

  Operate as the reliable first point of contact for

  advisors and clients reaching the office

  Who Thrives in This Role

• Organized to a fault. You keep systems, not

  piles. You can hold a dozen open threads and lose none of them.

  A clear, diplomatic communicator. Strong

  writing. Warm on the phone. Comfortable telling a Partner “that won’t work” and

  offering what will.

• Discreet by instinct. You’ll see compensation,

  health information, and sensitive client details. Confidentiality isn’t a rule

  you follow; it’s how you’re wired.

  Resourceful. You try to solve it before you

  escalate it, and you know where that line is.

• Unflappable. Priorities shift, phones ring,

  someone needs something now. You re-sort and keep moving without drama.

  Tech-comfortable. You pick up new tools quickly

  and look for ways to make them do more of the work.

• Genuinely good sense of humor. This matters to

  us. We work hard, the phones ring, and cases go sideways — and the people who

  do well here are the ones who can laugh at the chaos, take a joke, tell a

  better one, and keep the mood light without ever letting the work slip. If you

  can find the funny in a Monday morning, you’ll fit right in.

  Qualifications

  Required

  Strong proficiency in Microsoft Office (Outlook, Word,

  Excel, PowerPoint, OneNote, SharePoint), Adobe Acrobat, DocuSign, and standard

  office equipment

•      Excellent written and verbal communicationDemonstrated ability to maintain confidentiality and

  professionalism

•      Self-starter who is reliable, dependable, and able to

  work independently and collaboratively

  Ability to manage multiple priorities under pressure

  and with frequent interruptions

•      Ability to work onsite in the Fargo, ND office

  Preferred

  Bachelor’s degree
•      1+ year supporting executives or senior leadership1+ year in insurance, financial services, or another

  regulated industry

•      1+ year of hands-on client communication in a financial

  setting

  1+ year of working with registered representatives and

  securities-licensed individuals

•      Experience with CRM and case management platforms

  Compensation, Schedule & Logistics

  Salary: $55,000–$65,000 per year, commensurate

  with experience

• Bonus: Quarterly review with bonuses awarded

  based on company and individual goals

  Schedule: Full-time, 40 hours per week, 8:00

  a.m. – 5:00 p.m. CST with a one-hour lunch. From May 1 through Labor Day, lunch

  is 30 minutes and the office closes Fridays at 12:30 p.m. CST.

• Flexibility: Supporting two Managing Partners

  occasionally requires availability outside normal business hours — travel days,

  advisor deadlines, or a case that has to move. This is the exception, not the

  pattern, and we do not expect you to live on your phone.

  Location: Onsite, Fargo, ND
• Start date: Determined upon offer acceptanceBenefits: A complete list of company benefits

  will be provided separately. An E4IS Employee Handbook covering all policies

  and procedures is provided upon offer and acceptance.

• Equipment: E4IS provides a laptop, monitors,

  desk phone, and printer/scanner/fax. Company-provided equipment is returned if

  employment ends.

  Conditions of employment: Offer is contingent on

  a background check and on completion of required compliance and privacy

  training. Continued employment requires adherence to E4IS confidentiality,

  privacy, and information-security policies.

  Where This Can Go

  This role sits closer to the center of the business than most administrative jobs. You will see how cases

  are designed, how advisors are won, and how carriers work. People who master

  this seat and want more have a path into case design, advisor support, marketing,

  or operations. If you want to stay and be excellent right here, that works too

  — we’ll pay you accordingly.

  Work schedule

  • Monday to Friday
  • 8 hour shift

  Supplemental pay

  • Bonus pay

  Benefits

  • Paid time off
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • 401(k)
  • 401(k) matching