Job Description
Job DescriptionDescription:
Company Summary: Sound Income Group is a trusted leader in the wealth management industry, dedicated to providing innovative, income-focused investment strategies to individuals and institutions. With over $1.5 billion in assets under management, the firm offers personalized financial solutions tailored to meet the unique needs of its clients. Sound Income Group prides itself on its commitment to transparency, integrity, and educational support, working closely with financial advisors to ensure optimal portfolio performance and long-term financial security. Their team of experts uses a client-centered approach, leveraging deep market knowledge and advanced technology to navigate the complexities of income generation in today's financial landscape.
Job Summary: We are looking for a proactive and highly motivated Relationship Associate to join our dynamic team. In this role, you will be responsible for managing a portion of the agent population, fostering strong relationships with advisors, and providing education, case design, and promotional support. This role will function as a sales desk, where you will both respond reactively to incoming advisor requests and make outgoing proactive contacts. The ideal candidate will possess a strong understanding of the life insurance industry, exceptional communication skills, and the ability to collaborate effectively with internal teams and advisors to ensure optimal client solutions.
Key Responsibilities:
· Build and maintain strong, professional relationships with advisors and their teams, acting as their main point of contact for support and case design.
· Provide case design assistance, promoting life insurance solutions and concepts, including Long-Term Care and Disability Income options.
· Make proactive outbound calls to advisors and/or their designees, providing them with valuable product and solution information.
· Respond to incoming inquiries (reactive) from advisors and their teams regarding case design, product offerings, and resources.
· Educate new and current advisors on available resources, solutions, and company offerings.
· Review carrier offerings and updates, ensuring advisors are informed about the latest changes and product availability.
· Work closely with internal resources (contracting, commissions, etc.) to ensure smooth processes for advisors.
· Collaborate with advisors and internal teams to create tailored recommendations based on client needs and goals.
Requirements:
Qualifications:
· 215 Life Insurance License required.
· Proven experience working within the insurance industry, specifically with Life, Long-Term Care, and Disability Income products.
· Strong understanding of the life insurance industry, including case design and product knowledge.
· Excellent communication skills, with the ability to engage effectively with advisors and clients through various channels (phone, text, video, etc.).
· Demonstrated experience in relationship-building and a customer-first mentality.
· Strong analytical skills and the ability to offer creative solutions tailored to client and advisor needs.
· Ability to multitask in a fast-paced environment while maintaining attention to detail.
· Adaptability and a willingness to collaborate with various teams and individuals.
· Experience working in a high-functioning, team-oriented environment.
Physical Requirements:
· Ability to work for extended periods at a desk using a computer with a keyboard, mouse, and monitor.
· Occasional repetitive motions for computer equipment use.
· Ability to lift up to 10 pounds if/when necessary.
· Regular use of telephone and email for communication.
· Work is typically performed in an office setting, involving routine sitting, bending, and stooping.
This position offers an exciting opportunity for a driven individual to work in a fast-paced, supportive environment, and directly contribute to the success of our advisor relationships and client outcomes. If you are passionate about customer service, possess strong industry knowledge, and are looking for an opportunity to grow within a collaborative team, we encourage you to apply.
The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.
Sound Income Group is an E-Verify employer.
Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.