Financial Relationship Manager

About the role

The ideal candidate will enjoy building relationships and will have experience in financial services, estate planning, and annuity sales. They must also be able to obtain a Life Insurance License and Series 65 within the required timeframes.

Responsibilities

• Develop and nurture new business and existing client relationships
• Assess clients' financial needs and recommend appropriate insurance solutions
• Present, explain, and educate insurance policies and options
• Maintain accurate records and workflow using Wealth Box CRM
• Collaborate with the financial planning team to deliver integrated solutions
• Resolve any issues regarding new accounts, transfers, or amendments
• Open, close, and transfer accounts
• Stay current on insurance regulations, products, and industry trends

Requirements

• Associate’s degree required
• 1+ years’ experience working in a fast-paced, sales-driven environment
• Experience in financial services (plus)
• Experience in estate planning (plus)
• Experience with Redtail and Wealth Box CRM (plus)
• Annuity sales experience (plus)
• Ability to obtain a Life Insurance License within 30 days
• Ability to obtain Series 65 within a year

Skills

• Knowledge about programs and ability to effectively answer prospect questions
• Previous experience in processing confidential, detailed paperwork
• Excellent verbal and written communication skills
• Self-motivated
• Excellent organizational skills
• Demonstrated confidence and skill in public speaking

Benefits

Salary range: $40,000 - $65,000 based on experience. Plus, a bonus and commission structure. Health insurance and PTO hours are provided.

Pay

$40,000 - $65,000 based on experience

Schedule

Monday – Friday (hours will vary – 40-hour work week)