Client Care Representative-Life & Health Insurance

CLIENT CARE REPRESENTATIVE with LIFE & HEALTH INSURANCE LICENSE

Location: Scottsdale, AZ (On-site)

Employment Type: Temporary-to-Permanent after 13 weeks

Compensation: Starting with $26.40/hr or $55,000/year base salary with future bonus incentive plan to be further discussed

Position Summary:

In this new position, as phase 1, you will start by working alongside our Marketing department, receiving leads to assess, guide and convert them as new clients. In phase 2, as a Client Care Advisor, your primary mission is to ensure our clients feel seen, heard, and protected. While you will manage financial portfolios, your "north star" is the client relationship. You aren’t just managing assets; you are managing the transition into a client’s golden years, providing a steady hand through life’s most significant changes.

In our Scottsdale office, you will serve as a dedicated concierge for our families, ensuring that every interaction with our firm is marked by warmth, clarity, and proactive care.

Client-Centric Duties AND Responsibilities:

• Sales : Reviewing the new leads' status with the future client to establish their family succession, health, and financial status before engaging in a transition plan and making future financial decisions
• Relationship Stewardship: Serve as the primary point of contact, building deep, multi-generational relationships that go beyond balance sheets.
• Proactive Outreach: Maintain a high-touch communication calendar, reaching out to clients not just for market updates, but for birthdays, anniversaries, and "JUST BECAUSE" check-ins.
• Onboarding Excellence: Guide new clients through the transition to our firm with a CONCIERGE approach, making complex paperwork feel seamless and stress-free.
• Family Wealth Coordination: Facilitate Family Legacy meetings to help clients communicate their financial wishes to their adult children and heirs.
• Educational Advocacy: Host small-group workshops and client appreciation events designed to empower retirees with knowledge and community.
• Crisis Support: Act as a calm, empathetic resource for clients navigating difficult life events, such as the loss of a spouse or a health crisis, ensuring their financial plan adapts to their new reality.

Required Qualifications AND Skills:

• Experience: 3–5+ years of experience in health & insurance or financial services,
• Credentials: State Life & Health Insurance License (Required)
• Local Market Knowledge: Familiarity with the unique demographic needs of the Scottsdale/Phoenix, Snowbird and retiree community.
• Software Proficiency: Experience with CRM (SalesForce/Wealthbox/Redtail), Google Suite(Email, Text, Google Sheets, Document sharing),Electronic phone systems(Vonage, RingCentral), Virtual Meetings (Zoom, Google Meet) financial planning software (eMoney/Money GuidePro), and portfolio management tools, Familiar with AI Tools such(Gemini, Chat GPT)

Core Competencies:

• Empathy The ability to navigate the emotional complexities of aging, grief, and legacy planning.
• Communication Breaking down complex jargon (like RMDs or sequences of returns) into simple, actionable advice.
• Analytical Rigor Sharp attention to detail when reviewing tax returns and portfolio statements.
• Integrity A relentless commitment to the Fiduciary Standard—putting the client’s interests first, always.