Financial Relationship Manager

We are seeking to add a Financial Relationship Manager to our team in Appleton and Green Bay, WI. The ideal candidate enjoys building relationships, follows through with sales opportunities, and is committed to providing exceptional client service while always putting clients first.

Requirements

• Associate's degree required
• 1+ years of experience working in a fast-paced, sales-driven environment
• Experience in financial services is a plus
• Experience in estate planning is a plus
• Experience with Redtail and WealthBox CRM is a plus
• Annuity sales experience is a plus
• Must be able to obtain a Life Insurance License within 30 days
• Must be able to obtain Series 65 within one year

Skills

• Knowledge of financial products and the ability to effectively answer prospect questions
• Previous experience processing confidential and detailed paperwork
• Excellent verbal and written communication skills
• Self-motivated with a proactive approach
• Excellent organizational skills
• Strong attention to detail
• Demonstrated confidence and effective public speaking skills

Responsibilities

• Develop and nurture new business and existing client relationships
• Assess clients' financial needs and recommend appropriate insurance solutions
• Present, explain, and educate clients on insurance policies and available options
• Maintain accurate records and workflow using WealthBox CRM
• Collaborate with the financial planning team to deliver integrated solutions
• Resolve issues related to new accounts, transfers, and account amendments
• Open, close, and transfer client accounts
• Stay current on insurance regulations, products, and industry trends
• Attendance at seminars as required

Benefits

• Bonus and commission structure
• Health insurance
• Paid Time Off (PTO)

Schedule

• Monday - Friday (hours may vary; 40-hour work week)