Senior Account Executive managing client relationships in employee benefits for CBIZ Inc. Build strategic client relationships and coordinate service activities in a hybrid work environment.
About the role
- Financial Services Sales Representative for MoneyGuard building and maintaining business relationships with advisors. Providing product support and ensuring client satisfaction to meet sales goals.
Responsibilities
- Developing and maintaining an understanding of the MoneyGuard products, services, and operational structure
- Providing product and illustration sales support on Lincoln’s products & services
- Building and maintaining business relationships through effective communication via email, phone and in person
- Identifying, recommending, and championing process improvements and organizational initiatives
Requirements
- Exceptional communication and relationship management skills
- FINRA SIE License - must obtain within 120 Days
- FINRA Series 6 License – must obtain within 120 Days
- FINRA Series 63 License - must obtain within 120 Days (if required by State)
- Resident Life & Health insurance licenses - must obtain within 120 Days
- Sales or Customer Service experience (preferred)
Benefits
- Clearly defined career tracks and job levels
- Leadership development and virtual training opportunities
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Work arrangements that work for you
- Effective productivity/technology tools and training
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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