Client Ambassador

Are you interested in pursuing a career in the financial industry and have a passion for helping others? SWAN Capital is the team for you! Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our client's financial freedom!! Our fast-paced financial firm in Pensacola, FL is looking for a strong, detail orientated Client Ambassador who can ensure smooth transitions through the client acquisition process. You will work hand-in-hand with the financial advisor assisting as needed and in varied capacity to make the client onboarding experience unique and memorable. We are seeking a hard-working, positive individual to join the continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you! Minimum Requirements: Previous experience in client service Intermediate to advanced computer skills desired. Experience with Brokerage and Life Insurance accounts preferred. Insurance License or Securities License preferred. Experience with Investment and insurance applications and transfers preferred. This position requires that you possess the following skills: Strong organizational skills and attention to detail Ability to work on the phone with business partners and clients Ability to demonstrate persistence to achieve quality Excellent communication – both verbal and written Self-directed initiative Process driven Strong follow-through Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Complete and process all applications for business submitted by agents Assist clients with completing all forms needed when forwarded to the insurance/security agencies. Completing conference calls with carriers and clients Conduct regular touch point calls with clients to follow up during onboarding process Liaison between SWAN team and clients Resolve client concerns in a timely fashion and with creative problem solving to provide the ultimate client experience Additional duties and responsibilities as required by management Benefits: 401(k) 401(k) matching Health insurance Paid time off Growth Opportunities: · Continual learning incentives · Licensing incentives · Financial Advisor development track Schedule: Monday to Friday Education: High school or equivalent (Preferred) Work Location: In person Job Type: Full-time Pay: $24.04 - $26.44 per hour Expected hours: 40 per week Benefits: 401(k) 8% Match Health insurance Paid time off Referral program Schedule: Monday to Friday Weekends as needed Experience: Customer service: 2 years (Preferred) Ability to Commute: Pensacola, FL 32502 (Required) Ability to Relocate: Pensacola, FL 32502: Relocate before starting work (Required) Work Location: In person Job Type: Full-time Pay: $24.04 - $26.44 per hour Expected hours: 40 per week Benefits: 401(k) 8% Match Health insurance Paid time off Referral program Schedule: Monday to Friday Weekends as needed Experience: Customer service: 2 years (Preferred) Ability to Commute: Pensacola, FL 32502 (Required) Ability to Relocate: Pensacola, FL 32502: Relocate before starting work (Required) Work Location: In person