Company Overview
Our client, a leading wealth management firm, provides a holistic approach to financial planning, covering investment management, estate and tax planning, asset protection, and insurance solutions. Known for delivering exceptional client experiences and innovative strategies, this firm is seeking a meticulous and empathetic Client Service Associate - Insurance and Annuity to join their team.
Position Overview
The Client Service Advisor - Insurance and Annuity will manage the complete process for life, disability, long-term care insurance, and annuity applications. This role is vital to ensuring smooth client interactions by managing all aspects of the insurance and annuity lifecycle and keeping advisors informed on the status of the sales pipeline. **
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Key Responsibilities
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Qualifications
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**Compensation
** $65,000 base salary
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Why Join?
This is an opportunity to work in a client-centric, collaborative environment where every team member plays a significant role in client success. If you're passionate about personalized service and dedicated to helping clients reach their financial goals, this position is for you.