Junior Client Relations Associate

2 weeks ago


Everett, Washington, United States Tri-Harbor Financial Group of Greater Boston Full time
Overview of the Junior Client Relations Associate Position:
  • Client Engagement: Interact with clients to gain insights into their objectives, dreams, and concerns.
  • Comprehensive Planning: Formulate detailed strategies that encompass insurance, investment opportunities, and retirement planning.
  • Insurance Recommendations: Propose and execute insurance strategies to safeguard clients' assets and income streams.
  • Continuous Support: Evaluate clients' strategies and offer regular updates, modifying plans as necessary to adapt to evolving situations.
  • Relationship Building: Cultivate and sustain a network of clients through referrals, community engagement, and professional networking.
Advantages:
  • Career Development: Access to continuous training and development initiatives, including support for advanced certifications.
  • Earning Potential: Attractive compensation framework featuring performance-based incentives, with no upper limit.
  • Guidance and Support: Extensive assistance from a dedicated planning team, marketing tools, and seasoned mentors.
  • Work-Life Flexibility: Opportunity to design a schedule that aligns with your personal lifestyle and aspirations.
  • Community Impact: Contribute positively by assisting individuals and families in achieving financial stability and success.
This is a Hybrid position.

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