Job Posting: Client Services Associate - Insurance Sales Team
Company: C2P
Location: Cleveland, OH
Job Type: Full-Time
Experience Level: 2-3 years
Education: Bachelor's Degree Required
About Us:
At C2P, we're on the rise and looking for ambitious individuals like you to join our team. We're a fast-paced financial services firm that empowers financial advisors with innovative solutions. If you're hungry for growth, eager to learn, and want to build a career with unlimited potential, this is your chance to jumpstart your future with us.
Job Overview:
As a Client Services Associate, you'll be the go-to person for financial advisors on our insurance sales team. With 2-3 years of experience in client service, para-planning, or sales, you'll play an important role in case design, handling inquiries, and providing top-notch service. If you're passionate about finance and want to grow in the industry, we're looking for someone like you.
What You'll Do:
- Partner with advisors to create annuity case designs using the Bucket Plan Best Interest framework.
- Handle the team inbox and call queue, responding to requests quickly and efficiently (we live by the "sundown" rule.).
- Log all advisor interactions into our CRM and ensure follow-ups are timely and accurate.
- Stay on top of insurance products and industry trends to provide valuable insights.
- Gather client info and collaborate with senior team members to resolve challenges and improve service.
- Spot new business opportunities and escalate them when necessary.
- Take part in training and development to sharpen your skills and grow in the financial services world.
- Work with a fun, dynamic team to solve problems and create better experiences for our clients and advisors.
What You Need to Bring:
- 2-3 years of experience in client services, para-planning, or sales (life insurance sales experience is a bonus.).
- A Bachelor's degree (or equivalent experience).
- Strong communication, organizational, and problem-solving skills.
- Ability to thrive in a fast-paced environment and juggle multiple tasks.
- A passion for growth and a drive to succeed in the financial services field.
- Attention to detail with experience using CRM systems.
- A collaborative mindset with a willingness to learn and adapt.
- A "utility player" mentality-ready to jump into different areas of the business and learn everything you can.
What We Offer:
- A fast track for career growth and personal development.
- Hands-on mentorship and training to help you succeed in the financial services industry.
- A dynamic, team-driven work culture that values your input.
- Competitive salary and benefits package.