Business Development Associate

6 days ago


Norfolk, Virginia, United States LINEAGE WEALTH MANAGEMENT INC Full time
Job Title: Business Development Associate

The successful candidate will be a key member of our client services team at LINEAGE WEALTH MANAGEMENT INC in Downtown Norfolk. As a Client Service Specialist, you will provide exceptional support to our clients, ensuring their needs are met with professionalism and care. The ideal candidate is an enthusiastic individual who is eager to grow and excel in a fast-paced environment.

Responsibilities:
- Serve as the primary point of contact for clients, addressing inquiries and resolving issues efficiently
- Assist in managing client accounts and ensure a high level of client satisfaction
- Collaborate with team members to meet client needs and provide solutions
- Maintain accurate records and manage administrative tasks as required

Requirements:
- Must pass Virginia Life & Health Insurance License within 180 days
- Required: 1 year of business experience
- Required: 1 year of administration experience
- Ability to pass an FBI background check and drug test
- Strong communication and interpersonal skills
- Detail-oriented with excellent organizational abilities

Estimated Salary: $55,000 - $65,000 per annum based on location and qualifications.

This role involves working in a dynamic team environment and requires strong problem-solving skills, attention to detail, and excellent communication skills.

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