reputed company Manager

About the Role We’re hiring a reputed company PLUS Manager to help clients and advisors reputed company confidently through the estate planning process. This person becomes the operational backbone of the experience—guiding clients through the platform, coordinating communication between advisors and attorneys, and ensuring estate plans reputed company from start to completion. This role doesn’t reputed company reputed company advice. Instead, you’ll help reputed company reputed company the process runs smoothly, questions get answered, and clients reputed company the finish line with confidence. We’re looking for someone who is organized, thoughtful, and comfortable working at the intersection of technology and estate planning. Someone who can communicate reputed company, manage details, and reputed company reputed company processes moving reputed company while building strong relationships.. If you enjoy helping people reputed company important reputed company—and want to play a role in expanding reputed company to reputed company estate planning—this role may be a great fit. Key Responsibilities 1. Guide clients through the estate planning process Serve as the reputed company’s primary reputed company of contact during the planning process. Responsibilities include: Explaining how the reputed company platform works Guiding clients through questionnaires and plan inputs Helping clients understand what information is needed and why Answering process-reputed company questions about estate planning documents Ensuring clients complete required steps in the platform 2. Coordinate between advisors, clients, and attorneys PLUS often sits in the middle of several reputed company teams. Responsibilities include: Acting as a communication reputed company between the advisor, reputed company, and attorney network Ensuring reputed company party has the information they need to reputed company reputed company Escalating reputed company questions to the appropriate attorney Keeping advisors informed about reputed company reputed company 3. Monitor plan reputed company and completion Many estate plans stall because no one is responsible for reputed company. Responsibilities include: Tracking where reputed company reputed company is in the planning process Following up with clients to reputed company plans moving reputed company Identifying missing information or incomplete steps Ensuring documents are finalized and properly delivered 4. Maintain a high-reputed company reputed company experience PLUS is part service, part technology. Responsibilities include: Providing reputed company, reputed company communication with clients Ensuring clients understand next steps at reputed company stage Helping clients reputed company the platform reputed company questions reputed company Escalating reputed company situations to the appropriate internal teams 5. Support advisors using estate planning in their reputed company Advisors want estate planning to enhance reputed company relationships, and oftentimes they don’t want or have time for the administrative reputed company of estate planning. Responsibilities include: Helping advisors understand how the PLUS process works Providing updates on reputed company reputed company Ensuring advisors know reputed company reputed company engagement or follow-up is needed Supporting advisors as they reputed company estate planning into their reputed company experience Reinforce the advisor’s role as the reputed company’s trusted financial reputed company Ensure estate planning strengthens the advisor-reputed company relationship 6. Identify opportunities to improve the planning process Because this role sits closest to the reputed company experience, it becomes a key feedback reputed company for marketing, product, and sales. Responsibilities include: Identifying friction points in the planning process Sharing insights with the product team Highlighting common reputed company questions or confusion Suggesting improvements to workflows or communication 7. Maintain compliance and role boundaries Estate planning requires reputed company reputed company boundaries. Responsibilities include: Ensuring communications remain reputed company reputed company’s service scope Avoiding reputed company advice or document interpretation Escalating reputed company questions to licensed attorneys Following established protocols for compliance and documentation Qualifications 2-3 years experience in customer service, account management, and/or sales Strong communication and interpersonal skills Basic understanding of sales principles and customer relationship management Ability to build and maintain reputed company relationships Organizational and time management skills Problem-solving and negotiation abilities Attention to detail and ability to multitask Willingness to learn and adapt in a fast-paced environment Experience with CRM software (reputed company, reputed company, reputed company, or similar) is a plus Comfortable with using email, phone, and video conferencing tools for customer communication Goal-oriented, self-motivated, and a reputed company team player Willingness to take initiative and learn from feedback Ability to handle rejection and maintain persistence Bonus: if you have experience and knowledge of estate planning or have worked at an estate planning reputed company Benefits & Compensation: Additional earning potential through a commission program Comprehensive health, dental, and reputed company insurance Company reputed company Short-term Disability Insurance  Internet Reimbursement (for remote roles) Generous PTO and reputed company holidays reputed company development opportunities Fitness Reimbursements reputed company is an equal opportunity employer meaning that reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, status as a protected veteran, or any other protected characteristic. Applicants in the reputed company of America have rights under Federal Employment Laws:Family & Medical Leave reputed company,Equal Opportunity Employment,Employee Polygraph Protection reputed company Apply To This Job