Strategic Account Manager | Financial Services Growth

GetJobSmart; Jacksonville (FL); On-site; USD 70,000 - 102,000; Full time

Job summary

Granite North Group in Jacksonville, FL is seeking a full-time Account Manager to drive client relationships and execute sales strategies. You will maintain and grow client relationships, conduct regular meetings, and present sales strategies in a professional, client-focused office setting.

You'll collaborate with financial advisors, perform portfolio reviews, and ensure client satisfaction while using tools to manage client information and create financial plans.

Qualifications

• Proven account management background.
• Strong interpersonal and presentation skills.
• Deep understanding of financial products.

Responsibilities

• Maintain and grow client relationships.
• Conduct regular client meetings.
• Present sales strategies to clients and team.
• Perform portfolio reviews and monitor client satisfaction.

Skills

Account management

Client relationships

Sales strategy

Communication skills

Presentation skills

Financial products knowledge

Job description

Granite North Group in Jacksonville, FL is seeking a full-time Account Manager to drive client relationships and execute sales strategies. You will maintain and grow client relationships, conduct regular meetings, and present sales strategies in a professional, client-focused office setting.

You'll collaborate with financial advisors, perform portfolio reviews, and ensure client satisfaction while using tools to manage client information and create financial plans.