Financial Relationship Manager - Milwaukee / Green Bay, WI

Advisor Talent Solutions • Milwaukee, WI

7d • $40,000 - $65,000 • Hybrid

About The Position

Legacy Partners Group is seeking to add a Financial Relationship Manager to their team in Milwaukee or Green Bay, WI. The ideal candidate will enjoy building relationships, following through with sales opportunities, and providing superior client service with a client-first approach. This role is for individuals looking to expand their career, be part of a successful team, work closely with clients, develop long-term relationships, and provide expertise and customer service.

Requirements

• Associate’s degree required
• 1+ years’ experience working in a fast paced, sales driven environment
• Must be able to obtain a Life Insurance License within 30 days
• Must be able to obtain Series 65 within a year
• Knowledge about programs and able to effectively answer prospect questions
• Previous experience in processing confidential, detailed paperwork
• Excellent verbal and written communication skills
• Self-motivated with excellent organizational skills and attention to detail
• Demonstrated confidence and skill in public speaking

Nice To Haves

• Experience in financial services, estate planning, and annuity sales experience a plus
• Experience with Redtail and Wealth Box CRM is a plus

Responsibilities

• Develop and nurture new business and existing client relationships
• Assess clients' financial needs and recommend appropriate solution's
• Present, explain and educate insurance policies and options
• Maintain accurate records and workflow using CRM
• Collaborate with our financial planning team to deliver integrated solutions
• Resolve any issues regarding new accounts, transfers, or amendments
• Opening, closing, and transferring of accounts
• Stay current on insurance regulations, products, and industry trends

Benefits

• Health insurance
• PTO
• Bonus and commission structure

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree