Financial Client Success & Paraplanner Specialist
Socket.dev
Golden Reserve is seeking an experienced Client Services Specialist (CSS) to manage the back-end client sales process, build client Roadmaps, and deliver first-line ongoing support. You will facilitate end-to-end insurance applications and support the sales team to help more families across multiple offices. This in-office role requires 2+ years in financial services, life insurance application excellence, and a blue-collar, accountable mindset to drive our GR-Way of client service. #J-18808-Ljbffr Socket.dev
Vacancy posted 2 days ago
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