It is time to explore new challenges in your career. Crescent City Retirement Group, LLC is an independent, privately-owned financial services firm, headquartered in Metairie, LA. We are looking to add a full-time Client Service Advisor to join our team.
Value We Deliver:
· Access to service existing clients and prospective clients
· Top-notch administrative support
· Name and brand recognition of firm due to length of time & presence in the community
· The equipment and software you need for illustrations and reports
· Access to shadow a successful financial advisor to help mentor and train you
Our Investments In You:
· Health Insurance
· 401(k)
· Paid Holidays
· PTO
· Professional development
· Bonus opportunities
The Expertise We’re Looking For:
· Prior Experience Working in Financial Services Industry (Required)
· Active State-Specific Life & Health Insurance License (Required)
· Series 65/66 (Required)
· High School Diploma (Required)
· Bachelor’s or associate degree in finance or similar field (Preferred)
What You’ll Be Responsible For:
· Be able to travel to and from all four offices, when needed, which are located in Metairie, Houma, Mandeville and Baton Rouge.
· Proactively call out to prospects and clients to book appointments
· Interview prospective clients to obtain data about their financial resources and needs
· Prepare and participate in existing client annual review meetings
· Participate in client meetings, track and complete follow up items generated in client meetings
· Explain features, advantages, concepts and disadvantages of investments and insurance products to meet client/prospect needs
· Assist in handling client inquiries and service requests
· Take detailed notes and enter information into database for financial plan preparation and review
· Generate and provide various reports to advisor
· Case design and illustrations of financial products best suited for client
· Assist in marketing out to prospects
· Prioritize day-to day tasks and issues
· Assist advisor with meeting individual and team goals
· Operate with a proactive approach to advisors and clients
· Maintain database programs
· Respond to client inquiries as needed
· Complete and process servicing requests as needed
· Resolve any issues regarding new accounts, transfers, or amendments
· Provide market research on various investments and amendments
Key Traits of a Successful Client Service Advisor:
· Elevated level of people skills
· Highly motivated
· Excellent client service skills
· Initiative in business development
· Entrepreneurial perspective and desire to grow the firm
· Ability to adhere to rules and regulations as stated and required by the firm
· Successful time management skills
· Process driven
· High level of follow-through
· Excellent communication skills
· Strong attention to detail
Salary: $50,000 annually plus bonus/commission structure
Check us out!
- Website: https://www.crescentcityretirement.com/
- Radio: https://www.crescentcityretirement.com/radio
- Videos: https://www.crescentcityretirement.com/videos
- Webinars: https://www.crescentcityretirement.com/webinars
If you feel like we would be a good fit, apply now!
Job Type: Full-time
Pay: $50,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Professional development assistance
Day range:
Shift:
Ability to Relocate:
- Metairie, LA: Relocate before starting work (Required)
Work Location: In person