Financial Relationship Manager

Position:
Financial Relationship Manager

Location:

Milwaukee or Green Bay, WI

Are you looking to expand your career and to be part of a successful team? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Legacy Partners Group, located in Milwaukee or Green Bay, WI is seeking to add a Financial Relationship Manager to our team!

The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities, while providing superior client service; always putting the clients first.

• Required 1+ years’ experience working in a fast paced, sales driven environment.
• Experience in financial services.
• Experience in estate planning is a plus.
• Experience with Redtail and Wealth Box CRM is a plus.
• Annuity sales experience is a plus.
• Must be able to obtain a Life Insurance License within 30 days.
• Must be able to obtain Series 65 within a year.

• Knowledge about programs and able to effectively answer prospect questions.
• Previous experience in processing confidential, detailed paperwork.
• Excellent verbal and written communication skills.
• Self‑motivated.
• Excellent organizational skills.
• Attention to detail.
• Demonstrated confidence and skill in public speaking.

• Develop and nurture new business and existing client relationships.
• Assess clients' financial needs and recommend appropriate insurance solutions.
• Present, explain and educate insurance policies and options.
• Maintain accurate records and workflow using Wealth Box CRM.
• Collaborate with our financial planning team to deliver integrated solutions.
• Resolve any issues regarding new accounts, transfers, or amendments.
• Opening, closing, and transferring accounts.
• Stay current on insurance regulations, products, and industry trends.

• Salary: $40,000 - $65,000 based on experience.
• Plus a bonus and commission structure.
• Health insurance.
• Paid time off.

• Monday – Friday (hours will vary – 40‑hour work week).
• Attendance policy.
• Attend seminars.