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Client Relations Specialist
2 months ago
About Golden Reserve
Golden Reserve is seeking a skilled Client Services Specialist (CSS) to join our expanding team. This role combines elements of a Paraplanner and Client Services Coordinator, distinctly setting it apart from traditional administrative positions.
Key Responsibilities:
- Client Sales Management: Oversee the comprehensive back-end client sales process, including the development of our client Roadmaps, which serve as our financial planning framework.
- Ongoing Client Support: Provide exceptional first-line support and service to our clients, ensuring their needs are met with professionalism and care.
- Insurance Application Facilitation: Manage the entire process of insurance application execution from start to finish.
Our CSS Team is regarded as the driving force behind Golden Reserve, propelling the company towards success.
Our Unique Approach:
Golden Reserve is revolutionizing the financial services landscape. We conduct monthly seminars and have weekly TV and Radio shows, establishing ourselves as one of Ohio's fastest-growing companies with a reputation for innovation in the financial sector.
Expectations:
- Excellence in Client Service: Acknowledge the significant responsibility of managing our clients' life savings.
- Supportive Role: Ensure our Sales team is effectively supported, acting as a consistent leader in every office to maintain momentum.
- Commitment to Process: Embrace our established systems for managing client services and support, embodying the Golden Reserve Way.
What We Offer:
- Dedicated Support: As a CSS, you will have three dedicated team members to assist with workload management, new business support, and training needs.
- Competitive Compensation: Salary range of $60,000 - $80,000.
- Comprehensive Benefits: Enjoy a generous time-off policy, health, vision, and dental insurance, 401(k), and life insurance.
If you are passionate about transforming the financial services industry and are seeking a challenging yet rewarding career, we encourage you to consider this opportunity.
Qualifications:
- Minimum of two years of experience in financial services.
- Proficiency in managing life insurance and annuity applications.
- A strong work ethic characterized by accountability, ownership, problem-solving, and resilience.
Compensation Structure: Annual salary.
