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Company

Allied Solutions LLC · 15 hours ago

Client Development Manager

Greater Phoenix Area

Full-time

Remote

Mid Level

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Financial ServicesInformation Technology

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Responsibilities

Identifying potential sales opportunities to expand the depth and breadth of offerings within the accounts

New Product Installations

Ensures that product installations for assigned products happen quickly and smoothly

Service

“First call for help” on POS and non-POS products after they have been implemented

Follows consistent servicing standards and expectations

Ensures that products and services are used in a compliant manner and that they are correctly administered

Basic Product Training and Support

All products are effectively understood, sold and utilized

Account Management

Other duties as assigned

Qualification

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Financial institution experienceProduct training skillsInsurance product knowledgeProblem-solveLife/Health/Credit licenseP&C licenseService focusMotivate people

Required

Ability to work independently in a fast-paced environment and to organize one’s own time and tasks

Ability to interact with and motivate many different kinds of people

Ability to problem-solve with people around complex product and service issues

Previous experience with verbal and written presentations to groups of people

Ability to obtain Life/Health/Credit and P&C licenses within 6 months

Aptitude to understand multiple kinds of insurance products and services

Ability to read and apply commonsense understanding to simple instructions, short correspondence, oral/written instructions and memos; previous experience with verbal and written presentation to groups of people

Strong desire to provide fundamental product training to drive revenue on core POS products. Must be enthusiastic and energetic.

Strong service focus required

Preferred

Bachelor’s degree preferred

Previous experience with one or more of the following: Working within a financial institution, ideally in a lending capacity

Cross-offering of insurance products related to a loan

Presentation and/or training skills to financial institution staff

Benefits

Medical, dental and vision insurance coverage

100% company-paid life and disability coverage

401k options with company match

Three weeks PTO by the end of the first year

Company

Allied Solutions LLC

Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions in North America.

Founded in 2000