What are the responsibilities and job description for the Client Relationship Manager position at Valmark Financial Group?
Job Description
Job Description
Are you a supportive, detail-oriented professional with a passion for processes and teamwork? Do you thrive in a role where organization and precision are essential? Ph Financial Advisors is seeking someone with these qualities to join us as an Employee Benefits Specialist in Fort Myers. If you're a confident, driven individual with an eye for detail and a commitment to accuracy, we invite you to become part of our growing team, where your dedication to excellence will be valued and rewarded!
COMPANY OVERVIEW
Ph Financial Advisors is a boutique financial services firm on a mission to guide individuals to and through a financially healthy retirement. We are seeking a detail-oriented, motivated individual to grow into the role of Employee Benefits Specialist at our Fort Myers location. The ideal candidate will learn and streamline our proprietary approaches and become an integral part of our expanding team.
JOB OVERVIEW
As the Employee Benefits Specialist, you will be responsible for efficiently managing and servicing both new and existing employee benefits accounts. This includes ensuring accuracy in documentation, handling client interactions with precision, and maintaining high standards in every client transaction. Knowledge of Employee Benefits is required, along with the willingness to obtain a Life & Health license. A Securities license is preferred.
COMPANY CULTURE
We are committed to fostering a culture of excellence and integrity. Our team members are accountable, proactive, and passionate about service. The right candidate will align with our principles :
- Responsibility : Commit to following and continuously improving standard operating procedures, including detailed documentation for transparency.
- Transparency : Maintain self-discipline to document all actions, allowing others to seamlessly follow or continue processes.
- Excellence : Embrace a growth mindset by asking, "What else can I do? How can I improve?"
- Urgency : Prioritize efficiently, ensuring timely and clear communication with clients and colleagues.
- Problem-solving : Seek and suggest technological or process-based solutions that enhance productivity and communication.
- Teamwork : Value every team member's contribution, recognizing their importance and working to resolve conflicts constructively.
- Passion for Service : Actively work to support others in achieving their goals.
KEY RESPONSIBILITIES
COMPENSATION AND BENEFITS
QUALIFICATIONS
Location : In-person at Fort Myers, FL location. Flexibility for 1 WFH day / week after training.
Salary : $50,000
