Client Service Representative - Annuity Sales

Job Posting: Client Services Representative - Annuity Sales Team Company: C2P Job Type: Full-Time Experience Level: 2-3 years Education: Bachelor's Degree RequiredAbout Us: At C2P, we're on the rise and looking for ambitious individuals like you to join our team. We're a fast-paced financial services firm that empowers financial advisors with innovative solutions. If youre hungry for growth, eager to learn, and want to build a career with unlimited potential, this is your chance to jumpstart your future with us.Job Overview: As a Client Services Representative, you'll be the go-to person for financial advisors on our annuity 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 annuity 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.What You Need to Bring:2-3 years of experience in client services, para-planning, or sales (annuity 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.A collaborative mindset with a willingness to learn and adapt.A "utility player" mentality"”ready to jump into different areas of the business and learn everything you can.What We Offer:A fast track for career growth and personal development.Hands-on mentorship and training to help you succeed in the financial services industry.A dynamic, team-driven work culture that values your input.Competitive salary and benefits package.C2P Enterprises, LLC C2P Enterprises is a holding company of three distinct brands that simplify financial planning for advisors and the clients they serve. The companies combine to offer education, training, resources, tools and an array of investment and insurance vehicles to meet each client's unique financial situation and goals. They are committed to best interest practices and raising industry standards for a higher quality of holistic financial planning services to family's nation-and world-wide.

Created: 2025-03-02