Client Development Specialist jobs in United States
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Lead Advisor ยท 3 weeks ago

Client Development Specialist

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level

Lead Advisor is a consulting and search firm seeking a Client Development Specialist/Producer to grow their business and commercial lines market. The role involves driving business development, managing the client experience, and overseeing the full client life cycle from prospecting to client maintenance.

ConsultingHuman ResourcesWealth Management

Responsibilities

Drive business development and the client experience
Responsible for the full client life cycle: from prospecting/identification to fact finding to client closes and review maintenance

Qualification

SalesInsurance experienceClient conversationsBachelor's degreeIndependent work

Required

Demonstrated success in sales
Ability to drive client conversations
Ability to work independently

Preferred

Insurance experience (commercial lines)
Bachelors degree

Benefits

The agency will sponsor for the insurance license.
The agency will provide leads to call on.

Company

Lead Advisor

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Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent.
dateFounded in 2020
location
Boston, New York, USA
people-size2-10 employees
web-link
https://lead-advisor.com

Funding

Current Stage
Early Stage

Leadership Team

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Michael Connaughton
Co-Founder
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Company data provided by crunchbase