Client Advisor Salary in San Francisco, CA

Follow all Medicare and RMIQ compliance rulesBe an advocate for the client internally and with carriers and CMSAnswer inquiries (via phone calls, email, mail, and/or in-person), assess client needs and recommend appropriate next steps promptly and professionally, with follow-up (from start to resolution) in a timely mannerConduct assigned group meetings, one-on-one client meetings and telephone appointments with clientsExplain products and options to clients, including a renewal recommendation, when appropriateComplete enrollment forms and make the process easy for clientsEnsure enrollment forms and all other required documents are error free and completeFully complete all required CRM data entry accurately and in a detailed, timely manner.

Builds their book by successfully sourcing new clients from within existing client relationships.

Maintains frequent contact with manufacturer and other vendors to ensure a thorough knowledge of current leasing, sales and incentive programs.

Adhere to internal and external policies and procedures regarding relationship management, securities transactions and Code of Conduct.

Review and analyze actions at the end of each day, week, month, and year to determine how to better utilize time and plan more effectively.

Provide routine service including the development and execution of service schedule, participation reporting, and coordinating questions/initiatives with the client and carriers, conducts surveys.

Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment performance, and overseeing investment transition.

Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.

Participate in the training of new Client Advisors (product knowledge, store procedures, company policies).