Does this describe you?

· Growth mindset

· Proactive problem-solver

· Passion for driving growth and innovation

· Dynamic and eager to contribute to a collaborative team environment

· Resourceful and self-starting attitude

Retirement Financial Group is looking for a dynamic Client Services and New Business Manager who is ready to propel an already thriving company to new heights. If you’re hard-working, detail-oriented, and bring positive energy to the table with exceptional people skills and a “team player” mentality, we want to hear from you!

We have an incredibly fun and relaxed office environment that is a direct result of the amazing culture we have built. Our team gets along and works well together – much of which is to do with the shared drive we embody to achieve bigger and better things within our business. We have the right mindset which makes us an unstoppable force. We look forward to the impact we have yet to make on each other and our community – the sky is the limit!

How you will make a difference

Creating a client-friendly culture of success and growth is at the heart of our business. Prioritizing client needs and helping to create solutions is an important part of our culture and at the core of everything we do. As a Client Services and New Business Manager, you will pursue this mission through the following duties and responsibilities:

New Business Management

· Process new business applications accurately and efficiently, utilizing both in-person and digital platforms.

· Liaise with advisors, clients, and relevant parties to address any issues and ensure timely processing of applications.

· Manage client check deposits and maintain compliance logs.

· Follow up on pending new business and transfers, providing regular updates to clients.

· Assist advisors with pre-appointment preparation and account/policy delivery preparation.

Database Management

· Create and maintain client files, both electronically and in hard copy.

· Ensure accurate data entry and oversee the organization of sensitive files and logs.

· Record and maintain comprehensive notes from client and prospect interactions in our CRM system.

Customer Service

· Follow-up on pending new business work and transfers, providing weekly updates to clients.

· Assist clients with various service requests and verify documents before processing.

· Handle beneficiary updates, distribution requests, and other account services as required.

Reporting

· Produce and distribute weekly and monthly reports using our CRM database and Excel.

· Prepare and review production and pending business reports for weekly team meetings.

· Provide monthly closed business updates for commission accounting.

Knowledge, Skills & Abilities

· Exceptional organizational skills with consistent execution.

· Meticulous adherence to procedures while completing tasks.

· Ability to prioritize day-to-day tasks and issues.

· Resourcefulness in problem resolution.

· Exceptional communication skills, adept at building trust with clients through proactive interactions.

· Experience working in a fast-paced environment.

· Demonstrated resourcefulness and initiative.

· Ability to prioritize projects and manage time effectively.

· Persistence to achieve quality.

· Track record of handling detailed work with precision.

Minimum Requirements

· Operates with a proactive approach when dealing with team members and clients.

· Meticulous attention to detail and accuracy.

· Outstanding phone etiquette to build rapport and foster relationships.

· Experience using Excel for business analytics reporting.

· Proficiency in adapting to new software programs.

· Previous experience in customer service roles.

· Excellent written and verbal communication skills.

· Demonstrated emotional maturity and professionalism.

· Confidence, perseverance, and a goal-oriented approach.

· Proficiency in Microsoft Office Suite and CRM systems

Personal Requirements

· Innate desire to establish and maintain meaningful relationships.

· Positive and energetic demeanor.

· Willingness to support and contribute to team efforts.

· Highly organized with strong interpersonal skills.

· Self-starter.

Goals

We aim to continuously elevate client experience by maintaining high operational standards, leveraging technology for efficiency, and prioritizing proactive and reliable client service. This involves optimizing processes, ensuring effective communication, and utilizing data-driven insights to drive strategic decisions.

Each new team member will be set up for success and supported in their personal and professional development through robust onboarding and ongoing training processes. We offer a small group environment of supportive individuals who motivate and encourage each other. When Retirement Financial Group and our clients are successful, we are all successful.

“We’ve built our business to empower our team, clients, and the community to focus on going, giving, and living based on the things that matter most.”

- Retirement Financial Group

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Paid training
• Professional development assistance
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Experience:

• Customer service: 3 years (Required)

Ability to Commute:

• Beaumont, TX 77706 (Required)

Ability to Relocate:

• Beaumont, TX 77706: Relocate before starting work (Required)

Work Location: In person