Financial Client Success & Insurance Execution Specialist

Golden Reserve, LLC; Alpharetta, Northern (GA, KY); Hybrid; 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, LLC is seeking an experienced Client Services Specialist (CSS) to manage the back-end client sales process, including building client Roadmaps (our financial plans) and delivering first-line ongoing client support.

The role also facilitates start-to-finish insurance application execution and supports the Sales team as the Engine driving growth. This in-office position requires regular commute to Kennesaw or Alpharetta offices.

Qualifications

• Two years+ of financial services experience.
• Life Insurance Annuity Application excellence – completion, monitoring & management.
• GRIT – accountability, ownership, problem-solving, toughness.
• Ability to commute to Kennesaw or Alpharetta office regularly.

Responsibilities

• Manage the back-end client sales process end-to-end.
• Build client Roadmaps (financial plans) for clients.
• Deliver first-line ongoing client support and service.
• Facilitate start-to-finish insurance application execution.

Skills

Financial services experience

Life Insurance Apps

GRIT

Client service excellence

Job description

Golden Reserve, LLC is seeking an experienced Client Services Specialist (CSS) to manage the back-end client sales process, including building client Roadmaps (our financial plans) and delivering first-line ongoing client support.

The role also facilitates start-to-finish insurance application execution and supports the Sales team as the Engine driving growth. This in-office position requires regular commute to Kennesaw or Alpharetta offices.