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Client Relationship Manager - Minneapolis
Responsible for increasing and retaining clients' assets, selling and servicing insurance, annuities and banking solutions through implementation of the financial planning process. Main activities include: holding client appointments; educating clients on protection, investment and banking solutions; completing applications; pro-actively working with AAC teams to increase specialist appointments; and managing pipelines and deliverables as needed. Key Responsibilities Contact clients and teams to drive product sales by pro-actively identifying appropriate solutions for clients via the financial planning process. Develop rapport and drive a needs-based discussion to engage clients and provide solutions for their needs, leveraging our digital Confident Retir


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