Client Relationship Manager
4 days ago
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.
-
Client Relationship Manager
2 weeks ago
Parsippany, New Jersey, United States Hennion & Walsh Full timeResponsibilities:We are seeking a highly motivated and talented individual to join our dynamic workforce as a Registered Client Service Associate. The successful candidate will provide sales/administrative/operational client service support to assist a team of financial advisors.
-
Help Desk and Relationship Manager
2 weeks ago
Parsippany, New Jersey, United States Careers Full timeHelp Desk and Relationship Manager OpportunityBusiness Credentialing Services (BCS) is seeking an experienced Help Desk and Relationship Manager to join our customer-facing team. As a key member of our help desk, you will be responsible for providing exceptional support to our clients, resolving inquiries and issues promptly, and ensuring seamless onboarding...
-
Executive Director of Client Solutions
4 weeks ago
Parsippany, New Jersey, United States IPG Health Full timeJob OverviewWe are seeking an Executive Director of Client Solutions to join our team at IPG Health. This is a senior-level role that requires a strong background in business development, account management, and leadership.About the RoleThe Executive Director of Client Solutions will be responsible for leading client relationships, developing and executing...
-
Client Service and Operations Specialist
2 days ago
Parsippany, New Jersey, United States Hennion & Walsh Full timeHennion & Walsh is committed to providing exceptional service to individual investors, and we seek like-minded professionals to join our team. As a Registered Client Service Associate, you will have the opportunity to develop your skills and advance your career in a dynamic and supportive environment.Key ResponsibilitiesSupport Sales Team: Assist financial...
-
Sales Representative
7 days ago
Parsippany, New Jersey, United States PrideStaff - Morristown-Parsippany, NJ Full timeJob Title: Sales Representative - Client GrowthWe are seeking a highly motivated and experienced Sales Representative to join our team in Parsippany, NJ. As a key member of our sales team, you will be responsible for driving client growth by increasing sales with existing customers and acquiring new ones.The ideal candidate must have a strong background in...
-
ADP Client Onboarding Specialist
1 week ago
Parsippany, New Jersey, United States ADP Full timeJob OverviewThe ADP Client Onboarding Specialist plays a vital role in ensuring the smooth implementation of our industry-leading payroll and HR solutions for mid-sized business clients. This dynamic position requires excellent relationship-building skills, analytical thinking, and a passion for delivering exceptional client experiences.
-
Sales and Client Services Professional
7 days ago
Parsippany, New Jersey, United States Prabhav Services Inc Full timeKey ResponsibilitiesThe successful candidate for this Sales and Client Services Professional position will be responsible for:Presenting and selling our products and services to new and existing customersBUILDING STRONG RELATIONSHIPS WITH CLIENTS TO DRIVE LONG-TERM SALES GROWTHDeveloping and implementing effective sales strategies to meet sales...
-
Client Service Associate
2 days ago
Parsippany, New Jersey, United States Hennion & Walsh Full timeAbout Hennion & Walsh:Hennion & Walsh is a leading provider of financial services, dedicated to delivering exceptional results and exceeding client expectations. Our mission is to provide personalized advice and guidance to individual investors, helping them achieve their financial goals and dreams.The salary for this position is estimated at $65,000 per...
-
Wealth Management Specialist
7 days ago
Parsippany, New Jersey, United States RGA Full timeAbout the OpportunityRGA is seeking a talented Financial Services Advisor to join our team. As a Financial Services Advisor, you will play a critical role in building and maintaining strong client relationships, identifying new business opportunities, and delivering exceptional customer service.This is an excellent opportunity for a motivated and...
-
Wealth Management Consultant
2 weeks ago
Parsippany, New Jersey, United States RGA Full timeOur ideal candidate will possess a proven track record of success in financial sales, excellent communication skills, and the ability to analyze complex financial data. As a Senior Financial Planner at RGA, you will have the opportunity to work with a dynamic team and make a significant impact on our clients' financial futures. We offer a competitive salary...
-
Building Services Manager
4 days ago
Parsippany, New Jersey, United States Futures Consulting Full timeJob Title: Building Services ManagerFutures Consulting recruits top talent for Architecture & Engineering and Industrial Manufacturing & Distribution firms. We're looking for an experienced Building Services Manager to join our team.Estimated Salary: $180,000 - $250,000 per year based on experience and location.Job Description:We're seeking a seasoned...
-
IT Sales and Account Manager
5 days ago
Parsippany, New Jersey, United States Prabhav Services Inc Full timeJob SummaryPrabhav Services Inc. is seeking an IT Sales and Account Manager to drive revenue growth and expand our client base. The ideal candidate will be responsible for promoting and selling our IT consulting and programming services to new and existing customers.Key Responsibilities:Sell and promote our IT services to clientsProspect for new business...
-
Parsippany, New Jersey, United States Insight Global Full timeAs a seasoned professional in public sector sales, you will be instrumental in driving strategic growth and nurturing relationships with key clients. This role offers the opportunity to build a strong presence across the US, leveraging your expertise to develop and execute effective account plans.About the RoleThis direct hire position comes with a...
-
Parsippany, New Jersey, United States CohnReznick LLP Full timeJob SummaryWe are seeking a highly experienced Senior Assurance Manager to lead our financial services group in New Jersey. This position will be responsible for managing client relationships, leading teams, and delivering high-quality audit services.
-
Public Relations Account Manager
6 days ago
Parsippany, New Jersey, United States J Connelly Full timeJob OverviewWe are seeking a highly skilled Public Relations Account Manager to join our team at J Connelly. As a key member of our public relations team, you will be responsible for executing media relations services and supporting client relations and administrative duties where needed.This role is ideal for a motivated and organized individual with 1-2...
-
Account Manager Position
4 days ago
Parsippany, New Jersey, United States Prabhav Services Inc Full timeAbout the RoleThis Sales and Client Services Professional position is an exciting opportunity for a talented individual to join our team at Prabhav Services Inc. As a key member of our sales team, you will play a critical role in driving company revenue and building long-term client relationships.Your primary responsibility will be to present and sell our...
-
Wastewater Engineering Manager
4 weeks ago
Parsippany, New Jersey, United States LANGAN Full timeAbout LanganLangan is a global environmental and engineering consulting firm with over 50 years of experience providing comprehensive services to clients across the US and internationally.Job SummaryWe are seeking an experienced Wastewater Engineering Manager to join our national team. This individual will lead and support design and permitting efforts for...
-
Managed Markets Representative
3 days ago
Parsippany, New Jersey, United States IPG Health Full timeAbout the OpportunityMcCann Health Managed Markets is seeking an experienced Account Development Manager to join our team. In this role, you will be responsible for driving business growth and expanding client relationships through strategic planning and execution. If you are passionate about healthcare and have a strong track record of success in sales or...
-
Sales and Account Manager Professional
4 days ago
Parsippany, New Jersey, United States Prabhav Services Inc Full timeJob DescriptionWe are seeking a highly motivated Technical Recruiter/Account Manager to join our team. The ideal candidate will have excellent communication and negotiation skills to promote and sell company products and services.Key Responsibilities:Identify and pursue new business opportunities to expand customer basePresent company products and services...
-
Fitness Operations Manager
4 weeks ago
Parsippany, New Jersey, United States Crunch Fitness - Morris PlainsStanhopeToms River Full timeJob DescriptionWe're looking for a results-driven leader to join our team as a Fitness Operations Manager at Crunch Fitness in Morris Plains/Stanhope/Toms River. With over 350 locations across the U.S. and internationally, we're a leader in making serious fitness fun.About This RoleHire, manage, train, and develop a high-performing team of personal...