Role Responsibilities
- Identify and own the client onboarding process
- Document client interactions and provide the team with time-sensitive updates
- Execute a team service model
- Prospect to build a client base that is sustainable.
- Engage specialists/partners to address client's needs
- Identify and own the client offboarding process
- Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in SalesForce, and track all actions/activities to ensure the highest level of client service
- Offer a full scale of solutions for a customized plan for each client
Qualifications
- Be willing to obtain a Life & Health License which is paid for by New York Life.
- Be willing to obtain Securities License within 6 months to a year.
- Obtain and/or maintain at least one firm-approve designation within 3 years
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail-oriented with strong organizational skills, and the ability to manage multiple tasks and priorities at once
- Be willing to possess a thorough knowledge and understanding of the suite of Wealth Management products and services
- Ability to research escalated client issues for response/resolution
Education
- College Degree preferred but not required.
- Sales Experience preferred but not required.
- Life Insurance and Health License preferred but not required
- Series 6, 63, or 7 preferred but not required
Job Type: Full-time
Pay: $63,000.00 - $124,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Weekly schedule:
Work setting:
Application Question(s):
- Are you willing to work 40 hours per week?
Education:
Experience:
- Sales: 2 years (Required)
Work Location: Hybrid remote in Perrysburg, OH 43551