Client Services Associate

Client Services Associate

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.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy.

Skills and Requirements:

• 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.