Salesforce Jobs in Ia
3 positions found
The Client Service Associate (CSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency. CSA's also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced financial services environment.
As a Client Service Associate (CSA), you will:
Client Relationship Management:
- Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance and administrative needs.
- Maintain and update client records in Salesforce
- Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.
- Maintain information in the CRM system including entering meeting notes and performing account maintenance tasks.
Operational Support:
- Process account openings, transfers, and maintenance requests.
- Assist with money movements, including wires, ACH transfers, journals, and check requests.
- Ensure compliance with firm policies and regulatory requirements.
Advisor Support:
- Prepare reports, presentations, and documentation to support client reviews and financial planning.
- Coordinate with internal departments (e.g., compliance, operations, trading) to resolve issues.
- Monitor and track client service activities to ensure timely completion.
- Interface with the custodian to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions.
Administrative Duties:
- Manage advisor(s) calendars and schedule meetings.
- Handle incoming calls, emails, and correspondence professionally and promptly.
- Process and submit paperwork, checks, and securities in a timely manner, following to completion.
General Duties:
- Attend department meetings and stay current on knowledge of Wealth Management policies, procedures, products, etc. in an ever-changing regulatory environment.
- Maintain internal client file integrity.
- Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
- Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
- Performs all other duties as assigned.
Qualifications:
- High School diploma or equivalent experience. Administrative professional associate's degree or bachelor's degree in finance, Business Administration, or related field preferred.
- 1-3 years of administrative experience.
- Experience in the investment industry is preferred.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
About Goosehead
Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in the Harms area of Glenwood, IA.
Job Summary
The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.
Principal Duties and Responsibilities
The primary responsibility of an Account Executive is to build a book of business through:
- Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
- Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.
Compensation Summary
The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.
Experience and Education
- Passing the state licensing exam, once hired
- Legally authorized to work in the United States
Required Skills and Abilities
- Exceptional written and verbal communication
- Experience in a fast-paced work environment
- B2B or B2C sales experience or related college major
- Competitive attitude
- Networking abilities
- Entrepreneurial spirit
- Problem-solving mentality
- Self-motivated, hands on, self-starter mindset that can do the work
- Strong time management
- Strong attention to detail and organization
Benefits Summary
- Benefit offerings vary per agency*
This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.
To learn more about our job opportunities, apply here. We look forward to speaking with you!
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Client Relationship Management:
- Build and maintain strong, long-lasting relationships with both new and existing clients.
- Serve as the primary point of contact for client inquiries, concerns, and support needs.
- Proactively understand client needs, objectives, and challenges to provide tailored solutions.
- Ensure high client satisfaction and retention through ongoing communication and support.
Sales and Business Development:
- Identify and pursue new business opportunities through prospecting, networking, cold calling, and email outreach.
- Execute strategic sales plans to achieve and exceed monthly, quarterly, and annual revenue targets.
- Conduct thorough needs assessments and present compelling product/service demonstrations and proposals to prospective clients.
- Negotiate contracts, terms, and pricing to close deals effectively and ethically.
- Identify opportunities for upselling and cross-selling within existing accounts.
Collaboration and Reporting:
- Collaborate effectively with internal teams (e.g., marketing, product, client experience, implementation, etc.) to ensure seamless client onboarding and satisfaction.
- Maintain accurate and up-to-date records of all client interactions, sales activities, and forecasts in the CRM system (e.g., Salesforce, HubSpot).
- Prepare and deliver regular reports on sales performance, market trends, and client feedback to management.
- Stay informed about industry trends, market developments, and competitor activities to inform sales strategies.
EDUCATION, TRAINING, AND EXPERIENCE:
- Bachelor's degree in Business, Marketing, or a related field (or equivalent practical experience).
- Proven experience (2+ years) in sales, account management, or business development, preferably in telecommunications and managed services industries.
- Demonstrated ability to meet and exceed sales quotas consistently.
REQUIRED SKILLS:
- Excellent interpersonal skills to establish and maintain effective relationships with customers, employees, superiors, and business contacts in a professional, timely and courteous manner.
- Strategic thinking and the ability to accurately estimate the stage and close dates for business/sales opportunities.
- Effective written and oral communication skills.
- Ability to perform a variety of tasks, often changing assignments on short notice
- Ability to make sound decisions using the information at hand
- Strong trouble resolution and problem-solving skills
- Confident when presenting technical information to clients and key stakeholders.
- Deadline-driven with the ability to multi-task and manage change within a fast-paced environment.
- Knowledgeable of sales level complex services and promotions.
- Expert in network building, negotiation, and issue resolution skills.
- Analytical thinker with the ability to manage and foster change.
- Coachable with an entrepreneurial spirit and an aptitude to learn the product suite.
- History of working well under pressure within a dynamic, fast-paced environment.
- Experience selling various verticals.
- Able to work independently and remotely to identify and cultivate market opportunities.
TOOLS, EQUIPMENT, AND SOFTWARE:
- Demonstrated knowledge of personal computer applications Microsoft Windows and Microsoft Office, including Microsoft Outlook.
- Demonstrated commitment to and discipline for the use of whichever CRM solution or other tools are defined as mission critical to the work.
- Must have and maintain a valid Driver’s license
WORKING CONDITIONS AND PHYSICAL REQUIREMENTS:
- Mix of indoor work in an office environment and work at and going between prospect locations.
- Frequent utilization of manual dexterity, computer screen(s), teleconferencing technologies and similar tools.
- Frequent travel by vehicle with minimal overnight
