Client Services Architect - Financial Planning & Insurance

AlerStallings; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

401(k)

Life Insurance

Generous time off policy

Job summary

Golden Reserve is seeking an experienced Client Services Specialist to support the client sales process, develop client Roadmaps, and manage insurance applications. The role blends paraplanner duties with client services coordination, and is positioned as more than an administrative role.

You will be the engine behind the sales team, ensuring consistent support and timely processing of life insurance annuity applications, with on-site responsibilities at one of our offices in the Kennesaw or

Qualifications

• Two (2) years+ of financial services experience.
• Life Insurance Annuity Application Excellence – completion, monitoring & management.
• GRIT – accountability, ownership and problem-solving mindset in the workplace.

Responsibilities

• Manage back-end client sales processes and build client Roadmaps (financial plans).
• Deliver world-class first-line client support and service.
• Facilitate start-to-finish insurance application execution.

Skills

Financial services experience

Insurance applications

Client service

Job description

Golden Reserve is seeking an experienced Client Services Specialist to support the client sales process, develop client Roadmaps, and manage insurance applications. The role blends paraplanner duties with client services coordination, and is positioned as more than an administrative role.

You will be the engine behind the sales team, ensuring consistent support and timely processing of life insurance annuity applications, with on-site responsibilities at one of our offices in the Kennesaw or