Now Hiring - C2P Enterprises, LLC - Client Services Associate - Insurance Sales Team in Westlake, OH

Full description of the position

Job Posting: Client Services Associate - Insurance Sales Team Company: C2P Location: Cleveland, OH Job Type: Full-Time Experience Level: 2-3 years Education: Bachelor 's Degree Required About Us: At C2P, we 're on the rise and looking for ambitious individuals like you to join our team. We're a fast-paced financial services firm that empowers financial advisors with innovative solutions. If you're hungry for growth, eager to learn, and want to build a career with unlimited potential, this is your chance to jumpstart your future with us. Job Overview: As a Client Services Associate, you 'll be the go-to person for financial advisors on our insurance sales team. With 2-3 years of experience in client service, para-planning, or sales, you'll play an important role in case design, handling inquiries, and providing top-notch service. If you're passionate about finance and want to grow in the industry, we're looking for someone like you. What You 'll Do: * Partner with advisors to create annuity case designs using the Bucket Plan Best Interest framework. * Handle the team inbox and call queue, responding to requests quickly and efficiently (we live by the "sundown" rule!). * Log all advisor interactions into our CRM and ensure follow-ups are timely and accurate. * Stay on top of insurance products and industry trends to provide valuable insights. * Gather client info and collaborate with senior team members to resolve challenges and improve service. * Spot new business opportunities and escalate them when necessary. * Take part in training and development to sharpen your skills and grow in the financial services world. * Work with a fun, dynamic team to solve problems and create better experiences for our clients and advisors. What You Need to Bring: * 2-3 years of experience in client services, para-planning, or sales (life insurance sales experience is a bonus!). * A Bachelor 's degree (or equivalent experience). * Strong communication, organizational, and problem-solving skills. * Ability to thrive in a fast-paced environment and juggle multiple tasks. * A passion for growth and a drive to succeed in the financial services field. * Attention to detail with experience using CRM systems. * A collaborative mindset with a willingness to learn and adapt. * A "utility player" mentality--ready to jump into different areas of the business and learn everything you can. What We Offer: * A fast track for career growth and personal development. * Hands-on mentorship and training to help you succeed in the financial services industry. * A dynamic, team-driven work culture that values your input. Job Type: Full-time Benefits: * 401(k) * 401(k) matching * Dental insurance * Disability insurance * Vision insurance Ability to Commute: * Westlake, OH 44145 (Required) Ability to Relocate: * Westlake, OH 44145: Relocate before starting work (Required) Work Location: In person