Client Relationship Manager, Analyst

This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period.

Requirements

• Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm’s ultra-high net worth clients
• Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team
• Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials
• Shadow a Senior Client Relationship Manager
• Observe calls with Clients and Centers of Influence
• Take notes from client meetings and circulate to the appropriate parties
• Learn the fundamentals of prospecting, applying these strategies to building one’s own book of business

Benefits

• Attractive annual compensation package
• Eligible for annual profit sharing bonus
• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits