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Financial Paraplanner/Client Service Specialist
2 months ago
Golden Reserve LLC is a dynamic financial services company that is redefining the industry with its innovative approach. We are seeking an experienced Client Services Specialist to join our team in Dublin.
Job SummaryWe are looking for a highly skilled Client Services Specialist to manage our back-end client sales process, deliver exceptional first-line ongoing client support, and facilitate start-to-finish insurance application execution. As a key member of our CSS Team, you will be responsible for building client roadmaps, supporting our sales team, and driving business growth.
Key Responsibilities- Manage the entire back-end client sales process, including building client roadmaps and facilitating insurance application execution.
- Deliver world-class first-line ongoing client support and service.
- Support our sales team to drive business growth and ensure seamless client experience.
- Two (2) years+ of financial services experience.
- Life Insurance Annuity Application Excellence completion, monitoring & management.
- Strong communication and problem-solving skills.
- Competitive salary: $60,000 - $80,000.
- Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.
- Opportunity to work with a dynamic and innovative company that is changing the face of financial services.
If you are a motivated and experienced professional looking for a challenging and rewarding career, please submit your application and resume for consideration.
