Sr. Client Services Manager

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Job description

If you want to grow your sales career and have more of an impact, Colburn Financial is interested in talking with you.

We are seeking to add a sales professional to our team who come from integrity and character. We provide extensive on-going training for all of our sales team.

Work and train directly with one of Colburn Financials Top Agency Owners for 2020. Our firm is unlike other financial service firms, because of our extensive training, processes and culture. As a result, we have been able to produce a success rate for our professionals that is twice as profitable and ten times more likely to be successful in your first year as compared to the insurance industry average.

We Offer:

• Uncapped commission

• Health Insurance

• Life Insurance

• Continuous training and mentorship, Work Remotely

• Lead generation system

• International work sponsored vacation trips

• We encourage personal + professional growth

• Company culture emphasis on work/life balance

Compensation:

• First Year: $85,000 - $160,000

• Second Year $250k

A company with a purpose. Great growth opportunity. Great culture and work/life balance.

About Colburn Financial - Dilbert Agency:

Colburn Financial - Dilbert Agency is an independent financial services firm dedicated to helping our clients meet their long-term objectives. When working with a financial professional it is important that all the moving parts of your plan are working together, and we are committed to making that happen at the highest level.

In a profession based on objective advice and true independence where we are responsible for sorting through the many choices available to help protect our clients with unbiased recommendations and impartial guidance, we are presented with the opportunity to make a significant impact.

Our goal is to safeguard our families and their dreams and strive to protect the assets they have worked so hard to accumulate. We utilize time-tested strategies designed to meet their risk tolerance and hedge against market volatility, as well as help establish layers of insurance to protect against circumstances beyond their control. We are focused on providing long-term strategies to allow our clients to realize their financial dreams.

We are dedicated to providing our clients with excellent service at all times. Building strong relationships with clients is an integral part of developing a successful financial strategy. Our clients must maintain high expectations from their advisors, and we are committed to exceeding them.

Job Requirements:

Responsibilities:

• Managing existing relationship with key clients
• Developing, managing and growing a team
• Cultivate existing business relationships by managing the customer experience
• Manage strategic relationships with appropriate counterparts
• Manage the trusted advisor relationship
• Maintain long-term client relationships
• Work to grow the client relationship by identifying new business opportunities
• Scheduling appointments with clients that have contacted our firm
• Respond to client requests received by company
• Attend consistent and on-going training via in-person and webinar
• Attend leadership training
• Present and sell insurance policies to new and existing clients
• Develop and calculate suitable plans based on clients' needs
• Resolve client inquiries and complaints
• Expand business reach through networking techniques
• Comply with insurance standards and regulations
• Track and identify areas for improvement