Client Specialist

Chief Operating Officer | Building Culture, Leading Growth, Serving with Purpose

About Reliance Financial Partners

Reliance Financial Partners is a boutique wealth management firm recognized for providing a white-glove client experience and helping clients achieve the clarity, confidence, and financial freedom to live with intention. We pride ourselves on blending thoughtful planning, proactive service, and a culture rooted in extreme ownership, clarity, and high-trust collaboration. When clients walk through our doors, they feel valued, supported, and guided with intention.

Position Overview

We are seeking a Client Specialist who will serve as the firm's primary service provider for clients who hold fixed-indexed annuities (FIAs) and/or indexed universal life (IUL) policies and who are not yet engaged in ongoing wealth-management relationships with an advisor.

This role is client-facing, highly relational, and ideal for someone who loves educating clients, reviewing policy performance, assisting with allocations, and providing consistent guidance and service - without the pressure of sales production.

You will conduct policy reviews, coordinate ongoing servicing needs, complete allocation changes, respond to carrier requests, and ensure clients experience the white-glove service that RFP is known for.

Though not an expectation of the role, for the right person, this position can also provide a professional growth pathway into the wealth management space over time.

Key Responsibilities

• Serve as the main point of contact for annuity and life-insurance clients who are not directly assigned to a wealth advisor.
• Conduct annuity and IUL policy reviews, explain features and performance, and provide recommendations for allocation changes based on firm guidelines.
• Submit allocation changes, complete servicing requests, and interface with insurance carriers to ensure timely processing.
• Assist clients with beneficiary updates, login assistance, performance questions, forms, withdrawals, RMD coordination, and general policy maintenance.
• Maintain accurate documentation, meeting notes, and service activity within our CRM.
• Identify opportunities when clients may benefit from a deeper planning relationship; refer these clients to an internal wealth advisor when appropriate.
• Provide white-glove service that reflects our standard of excellence: timely communication, clarity, accountability, and attention to detail.
• Support team operations through collaboration, proactive problem-solving, and ownership of client outcomes.

Compensation & Schedule

• This position requires in-office work Monday–Thursday and offers remote flexibility on Fridays.
• Referral Compensation: Additional earnings for any new assets uncovered through your conversations and referred to an internal wealth advisor
• Career Growth: Opportunity to move into advanced roles, including pathways into wealth management, if desired.

Who Thrives in This Role

This position is ideal for someone who:

Required Qualifications

• Experience in annuities and/or life-insurance servicing, suitability, or allocations
• Strong communication skills and the ability to translate complex insurance concepts into simple terms
• High attention to detail and ability to manage multiple client needs simultaneously
• Comfort speaking with clients directly and providing empathetic, proactive service
• Ability to work both independently and collaboratively within a fast-paced, client-centric environment

Why Join RFP

At Reliance Financial Partners, you are not just filling a role - you are joining a mission. We are committed to empowering our clients and our team to live intentionally, grow boldly, and experience life on purpose.

You’ll be part of a supportive, high-performing team with direct access to leadership, the opportunity to grow in alignment with your strengths and career goals, and a full benefits package to support you along the way.