Client Relationship Manager

4 days ago


Parsippany, New Jersey, United States RGA Full time
About the Role

We are seeking a skilled Financial Services Advisor to join our team at RGA. As a Financial Services Advisor, you will be responsible for building and maintaining strong client relationships, identifying new business opportunities, and delivering exceptional customer service.

The ideal candidate will have proven experience in financial sales, with a strong understanding of wealth management principles and investment strategies. They will be responsible for meeting with existing clients to review their accounts, identifying additional opportunities based on assets held outside the firm, and meeting with prospective clients to guide them through the planning process.

Key Responsibilities:

  • Meet with existing clients to review their accounts and ensure alignment with their financial objectives, risk tolerance, income, expenses, and assets.
  • Identify additional opportunities based on assets held outside the firm.
  • Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations.
  • Offer strategic advice on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more.
  • Complete the account opening process for new business obtained.
  • Maintain compliance with all rules and regulations in the financial industry.
  • Identify and pursue new business opportunities through existing client base, networking, and referrals.

Requirements:

  • Dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7.
  • Proven experience in financial sales.
  • Ability to independently close business.
  • Strong understanding of wealth management principles and investment strategies.
  • Excellent math skills with the ability to analyze complex financial data.
  • Exceptional sales skills with a focus on customer relationship management.
  • Ability to communicate complex financial concepts clearly and effectively to clients.
  • Strong organizational skills with attention to detail in managing client portfolios.

The estimated salary for this role is $80,000 - $105,000 per year, depending on experience and location. We offer a competitive compensation package, comprehensive benefits, and opportunities for career advancement.



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