Client Relationship Lead — Retirement Planning Advisory

Forgent Ltda.; St. Louis (MO); Presencial; USD 65.000 - 80.000; Jornada completa

Descripción de la vacante

Forgent Ltda. is seeking a client relationship owner for a nationally recognized retirement planning and tax firm.

You will join the call, get introduced, and take over paperwork, onboarding, and asset movement, building the relationship for years to come. With 3+ years in client service or sales in insurance or securities, you may already hold Series 65 or Life & Health licenses, or be ready to earn them within 90 days.

Formación

• 3+ years in client service or sales at an insurance agency, broker-dealer, RIA, or custodian.
• Willing to earn Series 65 and Life & Health licenses within 90 days of hire.
• Comfort with annuities and retirement accounts; ability to explain transfers, distributions, or tax returns clearly.

Responsabilidades

• Join client calls after close, get introduced, and take over: paperwork, onboarding, moving assets, progress updates, and review meetings.
• Maintain and grow the client relationship for years to come; ensure smooth account maintenance and servicing.
• Collaborate with a client service specialist who handles routine processing so you can focus on clients.

Conocimientos

Client service

Sales experience

Financial licenses

Educación

Series 65 License

Life and Health Licenses

Herramientas

HubSpot CRM

RightCapital

Descripción del empleo

Forgent Ltda. is seeking a client relationship owner for a nationally recognized retirement planning and tax firm.

You will join the call, get introduced, and take over paperwork, onboarding, and asset movement, building the relationship for years to come. With 3+ years in client service or sales in insurance or securities, you may already hold Series 65 or Life & Health licenses, or be ready to earn them within 90 days.