Reliance Financial Partners · 2 months ago
Client Specialist
San Antonio, TX
Full-time
Onsite
Entry, Mid Level
$55K/yr - $60K/yrReliance Financial Partners is a boutique wealth management firm recognized for providing a white-glove client experience. The Client Specialist will serve as the firm's primary service provider for clients with fixed-indexed annuities and indexed universal life policies, focusing on educating clients and providing exceptional service.
FinanceFinancial ServicesLife InsuranceProfessional Services
Hiring Manager
Sabrina Brown
Responsibilities
Serve as the main point of contact for annuity and life-insurance clients who are not directly assigned to a wealth advisor
Conduct annuity and IUL policy reviews, explain features and performance, and provide recommendations for allocation changes based on firm guidelines
Submit allocation changes, complete servicing requests, and interface with insurance carriers to ensure timely processing
Assist clients with beneficiary updates, login assistance, performance questions, forms, withdrawals, RMD coordination, and general policy maintenance
Maintain accurate documentation, meeting notes, and service activity within our CRM
Identify opportunities when clients may benefit from a deeper planning relationship; refer these clients to an internal wealth advisor when appropriate
Provide white-glove service that reflects our standard of excellence: timely communication, clarity, accountability, and attention to detail
Support team operations through collaboration, proactive problem-solving, and ownership of client outcomes
Qualification
Required
Texas General Lines License for Life, Accident & Health
Experience in annuities and/or life-insurance servicing, suitability, or allocations
Strong communication skills and the ability to translate complex insurance concepts into simple terms
High attention to detail and ability to manage multiple client needs simultaneously
Comfort speaking with clients directly and providing empathetic, proactive service
Ability to work both independently and collaboratively within a fast-paced, client-centric environment
Company
Reliance Financial Partners
At Reliance Financial Partners, we strongly believe that retirement should be a phase of life filled with joyful experiences and fulfilled dreams, rather than a time of uncertainty and worry.
Founded in 2009
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Dana Dunkelberger
Founder
Company data provided by crunchbase