Relationship Manager for Wealth Management at Deutsche Bank addressing complex client needs. Actively promoting growth through client acquisition and strategic relationship management.
About the role
- Account Manager engaging with customers to provide coverage solutions at Scott Cato Allstate Agency. Focused on sales, customer service, and professional development.
Responsibilities
- Prospect and connect with potential customers to expand the agency’s reach.
- Provide clear explanations of insurance options, helping customers make informed decisions.
- Nurture long-term relationships through consistent follow-up and customer care.
- Manage customer files accurately and handle policy servicing needs.
Requirements
- Confident communicator with strong relationship-building skills.
- Background in sales or customer service is preferred but not required.
- Self-motivated, goal-oriented, and eager to achieve results.
- Organized and able to manage multiple tasks effectively.
- Must live within an hour of Plano, TX.
Benefits
- License reimbursement
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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