Client Experience Specialist

Role:

As a Client Onboarding Specialist, you will be a crucial part of our Sales Execution Team. This role involves assisting advisors by providing an exceptional client experience throughout the underwriting portion of the sales cycle and streamlining business operations to optimize efficiency and effectiveness.

This role requires a candidate that is highly organized, proactive, and client-focused, with a strong ability to support advisors in delivering top-notch service and outcomes for clients. 

Responsibilities:

The responsibilities of the Client Experience Specialist include but are not limited to:

• Act as the liaison between Financial Representatives (FRs), clients, and the home office underwriting team to ensure smooth progression through the underwriting process
• Monitor and track the status of applications through the underwriting pipeline, ensuring timely responses and resolutions to any issues or delays
• Serve as the professional face of the advisor’s business during client interactions, ensuring all interactions reflect a commitment to exceptional service
• Identify potential bottlenecks or issues in the underwriting process, and work proactively with all parties to address and resolve these challenges
• Provide administrative support as needed, including scheduling medicals & maintaining accurate records of interactions and communication
• Maintain a high level of professionalism and integrity to build trust and strengthen client relationships
• Assist in the training of new members on best practices for client data management, application preparation and business process improvement
• Foster strong working relationships with advisors and internal teams to ensure cohesive and integrated support for client needs
• Work with other 029 centralized services to ensure each advisor's practice is as efficient as possible
• Stay up to date on internal changes to the NM application software’s
• Aid in the training and support of subscribers that hire their own team member’s 
• Work with advisors to identify opportunities for streamlining business process and improving overall client experience
• Contribute to a collaborative team environment, fostering strong relationships and clear communication

Results:

• Efficient sales cycle for advisors
• Consistent and reliable support to advisors, enabling them to focus on building client relationships and growing their business
• Milestone Advisor Achievements (Contests, MAPP/Pacesetter, Personal Goals)
• New Client Acquisition (EPV & MAPP Milestones)