Client Engagement & Referral Manager

Experienced Financial Professional Opportunity

Seeking an experienced financial professional to drive client relationships and growth! Are you a seasoned financial services professional looking to leverage your expertise in a client-focused role? Guerra Wealth Advisors is seeking a mature, experienced Client Engagement & Referral Manager to join our established team of retirement planning experts.

We're looking for a seasoned professional with :

• 5+ years of financial services experience (banking, insurance, investments, or financial planning)
• Proven client relationship management and face-to-face interaction skills
• Sales or business development background with a track record of building trust and generating referrals
• Professional maturity and the confidence that comes with industry experience
• Natural ability to ask for feedback, testimonials, and referrals in a consultative manner

As our Client Engagement & Referral Manager, you'll be the bridge between our advisory team and our valued clients, focusing on relationship enhancement and strategic growth. The position fosters client and prospect relationships through the collection of testimonials, feedback, referrals, and reviews! This person will drive engagement, receive quality leads, and qualify opportunities. This is achieved through different funnels of interaction while maintaining a sharp in-person and phone presence. They will also have excellent listening skills and the ability to build a rapport with our prospects and clients.

Offering all-in potential from $45,000 to $65,000 annually. We offer salary plus commissions plus bonuses.

Objectives and Responsibilities

Experience

Benefits

Ready to bring your financial expertise to a role where experience matters? Join a team that values your professional background and offers the opportunity to make a meaningful impact on clients' financial futures while building your own career growth.

Apply today to learn more about this unique opportunity!

About Guerra Wealth Advisors

Guerra Wealth Advisors is a leading Retirement Planning Firm with over 30+ years of experience, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.

Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company's goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.