Gould Financial Group is a boutique wealth management firm dedicated to helping successful people simplify their wealth and have greater peace of mind. The firm is committed to helping clients identify their needs by taking the time to get to know them and establish long-lasting relationships. The client service associate will help with the execution of all recommendations for clients as they move through the planning process with the advisor. They will also be responsible for helping to maintain client relationships by providing a high level of customer service to enhance the overall client experience.
Responsibilities:
-Tracking of production through each stage of execution, as well as pipeline management
-Managing internal communication to ensure accuracy and preparedness
-Proactive communication with the client throughout the implementation process
-Pre-fill insurance applications for execution
-Scheduling medical exams
-Completion and submission of applications/ paperwork for processing
-Facilitate and assist in the creation of insurance policies, including data gathering and paper/digital signature requests
-Handle complex insurance client service issues and process incoming client service requests, including but not limited to processing address changes, bank change information, loan requests, and account inquiries
-Prepare proposals and other materials as directed for client meetings
-Managing team’s use of technology across all systems
-Manage client correspondence, notes, and files, and maintain compliant client records
-Cross-training with department roles
Minimum Requirements:
-Bachelor’s degree
-Minimum of 1-3 years of financial planning experience
-Illinois Life & Health insurance license obtained within 90 days of start date
-History of clean compliance record
Performance Skills:
-Excellent communication and problem-solving skills
-Ability to work with a close-knit team
-Ability to create and maintain systems for a high volume of work and stay organized in a fast-paced environment
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
Application Question(s):
- Do you have your Illinois Life & Health insurance license?
Education:
Ability to Relocate:
- Deerfield, IL 60015: Relocate before starting work (Required)
Work Location: Hybrid remote in Deerfield, IL 60015