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

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

COVID-19 considerations:
Common surfaces are sanitized daily. There are no vaccination requirements but a weekly test will be required. We provide the test for free.

Application Question(s):

• Are you willing to work 40 hours per week?

Education:

• Bachelor's (Preferred)

Experience:

• Sales: 1 year (Preferred)

Work Location: Hybrid remote in Perrysburg, OH 43551

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