Client Relationship Manager
Full-time
Globe Life: Moore Organizations
🔹Provide life insurance and financial protection solutions to families and individuals
🔹Educate clients on policies that prevent financial disaster during times of loss
🔹Manage your own book of business through virtual appointments - Use our proven internal blueprint and warm leads—NO COLD calling necessary
🔹Represent core values: Service Over Sales, always putting clients first
🔹Set and achieve aggressive personal and team goals.
🔹Use tracking systems to monitor metrics and growth benchmarks.
🔹Participate in incentive contests, team challenges, and leadership summits.
🔹Tech savvy and understand how to operate zoom calls
🔹Entrepreneurial Ownership
🔹Must be 18+ years old and able to pass a background check
🔹Must have valid work authorization in the US
🔹Effective Communication Skills: Ability to communicate ideas clearly and concisely.
🔹Organizational Skills: Capable of managing multiple tasks efficiently.
🔹Life, Health, & Accident License (Assistance provided in obtaining this state license)
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Manager in Flushing, NY vacancy
$71.3k - $106.8k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone... ...You'll Be Doing Under general supervision, the client relationship manager acts as a key liaison between larger clients and Stifel Wealth...SuggestedFlexible hoursStifel Financial
New York, NY2 days ago- ..., transparent, and focused on results – for our people, our clients, and our company. We’re a people-centric firm, so it’s no surprise... ...impact on the world around us. Job Description The Client Relationship Manager (CRM) for the Federal Team is responsible for client...SuggestedFull timeContract workFlexible hours
Olsson
New York, NY6 hours ago - ...As a Management Trainee, you'll have the opportunity to: Learn and Grow: Engage in our immersive 3-6 month training program to gain... ...customized permanent benefits for their families. Foster Strong Relationships: Build positive and impactful relationships with various...SuggestedPermanent employmentTraineeshipRemote workFlexible hours
Globe Life: Moore Organizations
New York, NY6 hours ago - ...Relationship Manager — REMOTE (San Diego) REMOTE | 55K-65K Base + Residuals Coastal Pay is a rapidly scaling financial technology company operating... ...who thrives in a fast-paced environment, builds strong client relationships before problems arise, and understands that in...SuggestedRemote workFlexible hours
Coastal Pay
New York, NY6 hours ago - ...insurance and financial protection solutions to families and individuals &##128313;Educate clients on policies that prevent financial disaster during times of loss &##128313;Manage your own book of business through virtual appointments - Use our proven internal...SuggestedFull time
Globe Life: Moore Organizations
Bronx, NY3 days ago - ...upon by brokerages, exchanges, banks, fund managers, and other institutions to provide 24/7... ...provide a white glove service to its clients. Responsibilities Onboarding new clients... ...order to move the client to live Ongoing relationship management - business retention and showing...Work at officeLocal areaFlexible hours
Framework Ventures
New York, NY6 hours ago $110k - $120k
Ethic in New York City is seeking a Client Relationship Manager to enhance relationships with institutional clients and support the team's growth. This role requires at least 3 years of client-facing experience in financial services with expertise in public equity markets...- The Opportunity IBISWorld’s Client Relationship Manager will own a portfolio of client accounts with the goal of maximizing their long‑term value by blending strategic relationship management with commercial growth. You will act as a trusted advisor, partnering closely...Work at office3 days per week
- ...and camaraderie, and reinforces what we believe: when people feel valued, they do their best work. About the Role As a Client Relationship Manager, you will serve as the primary point of contact for clients, building strong, trusted relationships and ensuring a consistently...Work at office3 days per week
- Client Relationship Manager - Luxury Hospitality (NYC Market) We are seeking an experienced Client Relationship Manager to join a well-established luxury hospitality brand. This role is ideal for a polished, relationship-driven professional with a strong background in events...
$66.3k
...informed health decisions together. This is a hybrid role (remote and in-person). We are seeking a strategic and relationship-driven Client Relations Manager to focus on client expansion, retention, and long-term account growth. In this role, you will serve as a trusted...Full timeRemote work$115k - $125k
...learn more. Base pay range $115,000.00/yr - $125,000.00/yr Additional compensation types Annual Bonus and Stock options Client Relationship Manager at Ethic New York, NY What you’ll do: As a Client Relationship Manager at Ethic you will develop and cultivate strong relationships...Full timeWork at officeRemote work3 days per week- ...Hours Preferred The Strategic Account Manager (SAM) is responsible for protecting and... ...existing revenue base through proactive client engagement, risk identification, and strategic... ...outbound activity to strengthen client relationships, mitigate attrition risk, and identify...
$82k
...environment excites you, we encourage you to apply and join our team. Learn more at About The Role Honest Networks is seeking a Client Relationship Manager (CRM) who is excited to help us expand our 5G internet network to new communities by planning and executing on exciting...Full timeWork at officeLocal areaFlexible hoursAfternoon shiftEarly shift$110k - $130k
...range $110,000.00/yr - $130,000.00/yr Hybrid : Onsite T/W/TH in New York, NY We are seeking a proactive and entrepreneurial Client Relationship Manager to join a growing Fintech client. In this role, you will be responsible for managing and expanding relationships with a...Full timeRemote work$75k - $90k
...Now Hiring: Blockchain Analysis Client Relationship Manager (Remote) Silver Miller is seeking a highly motivated Blockchain Analysis Client Relationship Manager to join our growing team. This is a fully remote position ideal for someone with 1–3 years of experience in...Full timeImmediate startRemote workFlexible hoursFramework Ventures
New York, NY6 hours ago- ...A leading insurance agency is seeking Management Trainees to engage in a comprehensive training program. Responsibilities include managing operations, interacting with customers, and developing leadership skills. The ideal candidate will possess effective communication...TraineeshipRemote work
Globe Life: Moore Organizations
New York, NY6 hours ago - ...is a leading provider of technology-enabled revenue cycle management solutions. Our accomplishments can’t happen without our extraordinary... ...company a best place to work. We’re seeking a Radiology Client Relationship Manager to join us. This is a remote position. As a Client...Work at officeRemote work
Zotec Partners
New York, NY6 hours ago - ...Client Relationship Manager (RCM) Remote U.S. (designated states) AL, AZ, FL, GA, IN, KS, MA, MI, MS, NC, NV, OR, PA, SC, TN, TX, VA Duties and Responsibilities Exercise financial discretion and independent judgment on matters of financial significance, evaluating possible...Work experience placementLocal areaRemote workWork from homeFlexible hours
Raintree
New York, NY6 hours ago - ...Description Job Description Job brief We are looking for a Relationship Manager to build and preserve trusting relationships with our... ...Ultimately, you’ll maintain strong relationships with our company’s clients to boost our brand and profits in the long-run....
RecruitBPM Demo
New York, NY25 days ago $62.5k - $87.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...Work experience placementTeachers Insurance and Annuity Association of America
New York, NY6 hours ago- ...Client Relationship Manager - Retirement Services Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Relationship Manager - Retirement Services to their advisory team in Winter Park, FL. Location:...Work at officeRemote work
Foundation Risk Partners
New York, NY6 hours ago $190k - $220k
...professional who would be keen to move into client development role. The role will be... ...interest from those at BDM and Senior management level. Within the role you will be supporting... ...Associate Director, implement a client relationship plan with the firms global client base,...Full time- At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop...Temporary workWork at officeImmediate start
- Overview Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs...Temporary workWork at officeLocal area
- A leading global investment firm seeks a Client Relationship Manager in New York. This role demands strong interpersonal and communication skills to support a range of investment products and foster client relationships. Responsibilities include managing client inquiries...
$134.72k - $179.62k
## Private Client Relationship ManagerApplylocations: New Yorktime type: Full timeposted on: Posted Todaytime left to apply: End Date: June... ...learn new ones**“I can succeed as a Private Client Relationship Manager.”**As the Private Client Relationship Manager, you will be...Temporary workPrivate practiceLocal areaFlexible hours$110k - $120k
Team | New York, NY (4 days/week in office; 5 days/week during first 6 months) What You’ll Do We’re looking for a Client Relationship Manager to join our Growth team and support the expansion of our Institutional client segment. This role sits at the intersection of relationship...Work at office$90k - $100k
Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance. Job Specific...For contractorsWork at office- Trove FS, LLC in New York is seeking a Relationship Manager to enhance client relationships and manage financial operations for ultra-high-net-worth families. The ideal candidate will possess exceptional communication skills, a solid background in financial planning, and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Manager. Be the first to apply!
