Strategic Sales Manager
1 day ago
We are seeking a highly skilled Strategic Sales Manager to join our team at Unique Wealth Strategies. As a key member of our organization, you will be responsible for providing dedicated support for our wealth management and insurance products.
This role involves managing all aspects of client coordination, implementation, application, underwriting, and service processes. You will gather and track necessary information on liabilities, cash flow, insurance coverage, tax status, and financial objectives of clients/customers and manage regular communication and coordinate meetings and follow-ups.
You will also prospect within our existing book of business, assist in setting up client meetings, and handle overall service requests. This includes taking applications through underwriting, ensuring completion of all paperwork and requirements, and maintaining and following up on production logs to track applications and underwriting status.
Responsibilities:
- Application Management: Gather required financial and medical information, take applications through underwriting, and ensure completion of all paperwork and requirements.
- Client Prospecting and Engagement: Project manage portfolios with a focus on client/customer coordination and satisfaction, set up client meetings, follow-ups, handle ongoing meeting coordination, and provide best-in-class service.
- Service and Account Management: Timely premium payments and follow-up coordination on any service requests, follow up and collaborate with insurance companies and clients to complete any requested policy changes.
Requirements:
- Excellent communication and customer service skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Strong organizational and time management skills.
Benefits:
- A competitive salary range of $80,000 - $110,000 per year, depending on experience.
- A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
- Ongoing training and professional development opportunities.
About Us:
Unique Wealth Strategies is a leading provider of wealth management and insurance solutions. We are committed to delivering exceptional service and helping our clients achieve their financial goals. If you are a motivated and results-driven individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
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