What are the responsibilities and job description for the Insurance and Investment Professional position at Advisor Employee Services?
Client Relationship Manager
\We are seeking a highly motivated and organized Client Relationship Manager to join our team at our office in Hingham, MA. The ideal candidate will have excellent communication and interpersonal skills and be able to build and maintain strong relationships with clients.
\The Client Relationship Manager will have the opportunity to work closely with existing clients, develop new business opportunities, and participate in public seminars to introduce the main Advisor. Key responsibilities include developing and managing client relationships, preparing and presenting customized financial plans, assisting clients with annuities, life, long-term care, and managed money, and providing financial planning advice to include investment, insurance, and retirement.
\Requirements:
\- 3 years of experience in financial services or a related field
- Life and Health Licensed required
- Series 65 preferred
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
- Experience with Redtail/CRM preferred, but not required
Responsibilities:
\- Develop and manage client relationships
- Prepare and present customized financial plans
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice to include investment, insurance, and retirement
- Assist main Advisor with meeting individual and team goals
