Retirement Solutions Group · 4 hours ago
Client Concierge
Overland Park, KS
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $48K/yrRetirement Solutions Group is a growing financial firm in Overland Park, KS, seeking a Client Concierge to enhance client experiences. The role involves maintaining client relationships, supporting advisors, and ensuring an exceptional service environment.
Financial ServicesInsuranceLife InsuranceRetirement
Responsibilities
Follow-up with clients weekly throughout the process & prioritize day-to-day tasks
Work closely with advisors and other team members to create an outstanding experience for prospects and clients
Keep the Calendar (Outlook) CRM (Salesforce) systems up to date
Qualification
Required
Bachelor's Degree
Highly personable with a fantastically optimistic outlook on work and life
Remarkable organizational and project management skills
Superior aptitude in innovation and problem-solving PLUS meticulous attention to detail
Excellent communicator with the clients and staff
Desire to work as a team with a result-driven approach
Must be self-motivated and able to prioritize tasks and follow-through
Must have the ability to multi-task in a fast paced and deadline driven environment
Must be able to maintain professionalism and a positive service attitude at all times
Highly proficient in MS Office Suite
Benefits
Generous Paid Time Off
Subsidized Health insurance
Dental Insurance
Vision Insurance
Accident/Hospital Insurance
Identity Theft Insurance
Legal Insurance
Pet Insurance
401(k)
401k) matching
Company Paid Life Insurance
Health savings account
Flexible spending account
Employee assistance program
Paid training
Quarterly Bonus Program
Monthly Lead Bonus Program
Client Referral Bonus Program
New Employee Referral Bonus Program
Regularly Scheduled Team Building & Professional Development Events
Individual professional development and ongoing education (Strategic Partner Conferences and classes, continuing education, leadership development)
Complimentary PTO awarded for working marketing events outside of normal business hours
Paid volunteerism during work hours
Quarterly Charity Drive (RSG Cares)
Upscale work environment
Flexible break and lunch times
Work Anniversary and Birthday gifts
Company provided snacks and coffee
Upscale client events and guest speakers
Company
Retirement Solutions Group
Retirement Solutions Group specializes in retirement planning, financial planning, annuities, and life insurance services.
Founded in 2004
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Alan Becker
Financial Advisor - President and CEO
Company data provided by crunchbase