Insurance Client Relationship Manager
Landmark Financial Services
Rocky Mount, NC
About the Role
Location: On-site in Rocky Mount, NC
Schedule: Part-Time, 20 hours/week (Monday–Friday, 9:00 AM – 1:00 PM)
Compensation: $17–$20/hour + Performance-Based Bonus Potential
Landmark Financial Services, LLC is seeking a motivated and detail-oriented Client Relationship Manager to join our team. This part-time, on-site role is ideal for a proactive professional who enjoys building strong client relationships, managing communication pipelines, and supporting the growth of a well-established insurance and investment advisory firm.
In this role, you will be responsible for maintaining and enhancing client relationships, scheduling appointments, managing CRM systems, and supporting the firm's day-to-day service and outreach efforts. Your contribution will directly support our mission of helping professionals protect their income and plan for a secure financial future.
Qualifications
None Listed
About the Company
Landmark Financial in Rocky Mount, NC, offers financial planning services with a focus on personalized solutions and client empowerment. They provide a range of services including retirement planning, investment strategies, and guidance on complex financial decisions. Landmark Financial also specializes in executive and employee benefits, offering tailored solutions for businesses and individuals.