What are the responsibilities and job description for the Client Experience Manager position at Golden Reserve LLC?
Company Overview
">Golden Reserve LLC is a dynamic financial services company that is changing the face of financial planning. With a unique approach to financial services, we have become one of the most innovative financial service companies in the country, with close to 20 offices in Ohio.
">About the Job
">We are looking for an experienced Client Services Specialist (CSS) to join our team. As a CSS, you will be responsible for supporting our Sales team by managing our entire back-end client sales process, including building client Roadmaps (our version of a financial plan), delivering world-class first line ongoing client support and service, and facilitating start-to-finish insurance application execution.
">Responsibilities
">Your responsibilities will include:
">- Managing our entire back-end client sales process ">
- Building client Roadmaps (our version of a financial plan) ">
- Delivering world-class first line ongoing client support and service ">
- Facilitating start-to-finish insurance application execution ">
Qualifications
">To be successful in this role, you will need:
">- Two (2) years of financial services experience ">
- Life Insurance Annuity Application Excellence completion, monitoring & management ">
- GRIT - accountability, ownership, problem-solving, and toughness ">
Benefits Package
">We offer a comprehensive benefits package, including:
">- A competitive salary of $65,000 - $85,000 per year ">
- A generous time off policy ">
- Health Insurance ">
- Vision Insurance ">
- Dental Insurance ">
- 401(k) ">
- Life Insurance ">
Work Schedule
">This role is based in-office at our location in Dublin, Ohio. Work hours are 8:30 am - 5:30 pm in-office with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime.
Salary : $65,000 - $85,000
