Financial Strategy Advisor
1 week ago
Are you looking to elevate your career within a supportive and dedicated team of accomplished financial professionals? Our expanding financial services firm is in search of a Financial Planning Consultant to enhance our client outreach and facilitate the onboarding of new clients. The ideal candidate will possess exceptional interpersonal skills, a natural aptitude for sales, and a strong commitment to customer service, all while demonstrating a genuine desire to assist clients in achieving their financial goals.
Compensation:$80,000 - $110,000 based on performance metrics
Key Responsibilities:- Manage and maintain client databases, ensuring all documentation is current and accurate
- Support existing clients throughout the claims process while overseeing ongoing insurance claims
- Facilitate the onboarding of new clients and retain current ones through various customer service initiatives, including appointment scheduling and addressing inquiries related to billing, coverage, and policy details
- Assess the insurance needs and financial standing of potential clients through scheduled consultations to deliver the best possible client experience
- Broaden our client base and promote our financial products through networking, referrals, cold outreach, and diverse marketing strategies to generate new business opportunities
- Experience in customer service or sales is highly regarded
- A valid Life & Health insurance license is preferred
- Exceptional communication and interpersonal skills are essential
- Previous experience in health or life insurance is advantageous
- Proficiency in Microsoft Office applications is expected
At Sagient, our mission is to deliver financial security and peace of mind through our comprehensive Insurance, Long-Term Care, Annuity, and Investment solutions. We prioritize integrity and compassion in all our interactions with clients, partners, and each other. With a foundation built on confidence and humility, we are committed to serving as long-term stewards for our clients' financial well-being.
Since our inception in 1851, we have been dedicated to helping individuals, families, and businesses create, protect, and preserve their financial security. Our commitment to doing the right thing in business and society is unwavering, and we strive to be there for our clients when they need us most.
Sagient is proud to be an Equal Opportunity Employer, welcoming applicants from all backgrounds and experiences.
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