Are you currently a Personal Banker or work in the Insurance industry and are looking for a new position to increase your total compensation and do what you love, helping customers? Join my client to support the CEO helping their client with their retirement.
Duties:
- Provide exceptional customer service to clients, assisting them with their financial needs and inquiries
- Build and maintain strong customer relationships through effective communication and personalized service
- Analyze clients' financial situations and recommend appropriate banking products and services
- Process various financial transactions, including transfers.
- Open and close accounts, ensuring accuracy and compliance.
- Assist clients on a daily basis.
- Collaborate with team members to meet goals and targets
Skills:
- Strong customer service skills, with the ability to effectively communicate and build rapport with clients
- Proficiency in customer relationship management (CRM) software
- Knowledge of insurance products specifically IULs
- Ability to analyze financial data and provide recommendations based on client needs
- Experience in project management or account management is a plus
- Sales experience is beneficial for cross-selling products
Our client is an equal opportunity employer.
All applicants will be considered for employment without attention to race, color, religion, s ex, s exual orientation, gender identity, national origin, veteran or disability status.
Job Type: Full-time
Pay: $43,803.
00 - $60,000.
00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Compensation package:
* Bonus opportunities
* Quarterly bonus
Schedule:
* 8 hour shift
* Evening shift
* Monday to Friday
Ability to Relocate:
* Myrtle Beach, SC: Relocate before starting work (Required)
Work Location: In person
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