Job Description
Responsibilities
:• Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals, tax, retirement, risk management and estate planning with a specific focus on Insurance needs
• Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
• Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
• Maximizing efficiency and enhancing service levels through the use of IGWM’s digital tools
• Managing day-to-day priorities, servicing inbound/outbound client contacts, executing on proactive campaigns, and retention activities that are provided by our Marketing team.
• Using reporting, tools, and analysis to support the identification of future busine...
Apply for This Position
Ready to take the next step? Click the button below to submit your application.
Submit Application