Senior Client AdvisorReid Agency • Saint Paul, MN, us
Senior Client Advisor
Reid Agency • Saint Paul, MN, us
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job_description.job_card.job_description0-3 years of experience in the financial services industry. Excellent communication skills with the ability to convey complex information clearly. Demonstrated servant leadership qualities and a coachable mindset. Self-driven with the ability to work independently and manage time effectively. High level of integrity and commitment to ethical practices. Proven ability to build and maintain client relationships. High Income Opportunity World class training Mentorship Life Insurance Group Medical / Vision / Dental available Bonuses Trips
Job Description
Senior Client Advisor
Summary
As a Senior Client Advisor in the Financial Services industry, you will play a pivotal role in guiding clients through their financial protection journey. Your expertise will be crucial in providing strategic advice and personalized solutions to meet clients' needs. This role requires a deep understanding of financial products and services, coupled with the ability to build and maintain strong client relationships. Your contributions will directly impact client satisfaction and the overall success of the organization. This is a 1099, 100% Commission opportunity for you to earn exactly what you KNOW you are worth!
Responsibilities
- Provide personalized solutions to clients.
- Build and maintain strong, long-term relationships with clients.
- Analyze clients' financial situations and recommend appropriate products and services.
- Stay informed about industry trends and regulatory changes to provide up-to-date advice.
- Act as a mentor and leader within the team, promoting a culture of servant leadership.
- Continuously seek opportunities for professional development and improvement.
Requirements
Requirements :
Benefits
Requirements
Requirements : 1-3 years of experience in customer service or sales Computer literacy and proficiency in Microsoft Office Self-motivated and able to work independently Entrepreneurial mindset with a drive to succeed Excellent customer service skills and professionalism Strong work ethic Excellent listening skills Servant mindset Salary : $60,000 - $145,000
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Client Advisor • Saint Paul, MN, us
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