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Client Services Associate - Rio Grande Valley

Company: Cuellar & Associates L.L.C.
Location: Weslaco
Posted on: January 8, 2022

Job Description:

Do you have compassion for people?

Client Service Associate

Cuellar & Associates, LLC is an Insurance and Financial Services Brokerage, since 1992, that offers the highest levels of customization and client servicing throughout the South Texas Region.

About This Position:

You will love being a Client Service Associate with Cuellar & Associates because you have the opportunity to not just have a job but a meaningful career. You will help others reach their financial goals by developing and implementing financial plans to show clients and businesses where they are now, tomorrow and provide the financial tools and support to help them get there. While building your career you make a meaningful difference in the lives of the clients you service.

What to Expect:
Compensation - Up to a $70,000+ annual salary plus bonus
Medical, Dental, Vision, Voluntary, and Accident / Life Benefits and 401K
Paid vacation, holidays, and sick days.

Key Responsibilities:
Driving business through our current clients, networking, and referrals
Developing and maintaining long-term relationships with clients
Assist with inputting client data in our Client Relationship Manager (Software)
Assist with any task given by management

Bilingual (preferred)
1+ year(s) of Investments experience
Series 6, 63, or 65, 66, 7 license(s) required

Reliable transportation
Cell phone
Must be 18+ years old
Must not possess a criminal background - background check required
Extensive training

COVID-19 considerations:

All staff is required to wear mask and to social distance when in the office.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status and other legally protected characteristics.

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Keywords: Cuellar & Associates L.L.C., Edinburg , Client Services Associate - Rio Grande Valley, Other , Weslaco, Texas

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