Job Description
Location: Scottsdale, AZ (On-site)
Employment Type: Temporary-to-Permanent
Compensation: Start at $26.40/hr or $55,000/year with a future incentive plan to be further discussed
Position Summary
In this new position, as phase 1, you will start by working alongside our Marketing department, receiving leads to assess, guide and convert them as new clients. In phase 2, as a Client Care Advisor, your primary mission is to ensure our clients feel seen, heard, and protected. While you will manage financial portfolios, your "north star" is the client relationship. You aren’t just managing assets; you are managing the transition into a client’s golden years, providing a steady hand through life’s most significant changes.
In our Scottsdale office, you will serve as a dedicated concierge for our families, ensuring that every interaction with our firm is marked by warmth, clarity, and proactive care.
Client-Centric Duties & Responsibilities
Required Qualifications & Skills
#mon#
Employment Type: Temporary-to-Permanent
Compensation: Start at $26.40/hr or $55,000/year with a future incentive plan to be further discussed
Position Summary
In this new position, as phase 1, you will start by working alongside our Marketing department, receiving leads to assess, guide and convert them as new clients. In phase 2, as a Client Care Advisor, your primary mission is to ensure our clients feel seen, heard, and protected. While you will manage financial portfolios, your "north star" is the client relationship. You aren’t just managing assets; you are managing the transition into a client’s golden years, providing a steady hand through life’s most significant changes.
In our Scottsdale office, you will serve as a dedicated concierge for our families, ensuring that every interaction with our firm is marked by warmth, clarity, and proactive care.
Client-Centric Duties & Responsibilities
- Medicare, Financial Planning & Wealth Management Support: While the lead advisors design the financial plans, the Client care Agent executes the paperwork required to make those plans a reality by guiding new clients through the transition
- Client Experience & Relationship Management: The "First Line" of Contact: Answering incoming client calls and emails with high empathy.Meeting Preparation: Scheduling periodic review meetings and gathering necessary data beforehand
- Educational Advocacy: Host small-group workshops and client appreciation events designed to empower retirees with knowledge and community.
- Crisis Support: Act as a calm, empathetic resource for clients navigating difficult life events, such as the loss of a spouse or a health crisis, ensuring their financial plan adapts to their new reality.
Required Qualifications & Skills
- Experience: 3 years minimum of experience in health & insurance or financial services
- Credentials:
- State Life & Health Insurance License (Required)
- Local Market Knowledge: Familiarity with the unique demographic needs of the Scottsdale/Phoenix "Snowbird" and retiree community.
- Software Proficiency: Experience with CRM (SalesForce/Wealthbox/Redtail), Google Suite(Email,Text,GoodgleSheets,Document sharing),Electronic phone systems(Vonage, RingCentral), Virtual Meetings (Zoom,GoogleMeet) financial planning software (eMoney/MoneyGuidePro), and portfolio management tools, Familiar with AI Tools such(Gemini,ChatGPT)
Core Competencies
Empathy: The ability to navigate the emotional complexities of aging, grief, and legacy planning.
Communication: Breaking down complex jargon (like RMDs or sequences of returns) into simple, actionable advice.
Analytical Rigor: Sharp attention to detail when reviewing tax returns and portfolio statements.
Integrity: A relentless commitment to the Fiduciary Standard—putting the client’s interests first, always.
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Compensation / Pay Rate (Up to): $24.50 - $26.40 Per Hour
Numbers & Facts
| Location | Scottsdale, ARIZONA |
| Job Type | Temporary |
| Industry | Business Services - Other |
| Salary | $24.50–$26.40 Per Hour |
| Company Size | 50 to 99 employees |
| Website | https://www.pridestaff.com/ |
About Company
We make it all about you. Our focus is to “Consistently Provide Client Experiences Focused on What They Value Most”. We operate on three fundamental principles: exceptional client service, quality candidates, and a great marrying of the two. PrideStaff does this by tracking and measuring our performance in the following ways: 1) We track results We proudly follow the NetPromoter methodology by continually measuring, tracking & responding to feedback. In addition to industry-best NPS scores, we are consistently recognized with “best of the best in staffing” awards from the American Staffing Association. We are recognized in Forbes Magazine 2) We make it personal We don’t believe in cookie cutter solutions or that all clients are alike. We treat each Client and Candidate as the individuals that they are. 3) We build loyalty The core of PrideStaff’s success is relationships with candidates we place. Our candidates are crucial to delivering our Mission & they deserve to be treated fairly during the employment process. 4) We celebrate success PrideStaff has received the staffing industry’s highest honor for client service: the Best of Staffing award from Inavero, Inc., our industry's leading provider of independent client & job candidate surveys. This award is earned by fewer than 1% of the top firms in North America.
Skills
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