Job Description

Job Posting: Client Services Associate – Insurance Sales Team

Company: C2P

Location: Cleveland, OH

Job Type: Full-Time

Experience Level: 2-3 years

Education: Bachelor’s Degree Required

About Us:

At C2P, we’re on the rise and looking for ambitious individuals like you to join our team. We’re a fast-paced financial services firm that empowers financial advisors with innovative solutions. If you're hungry for growth, eager to learn, and want to build a career with unlimited potential, this is your chance to jumpstart your future with us.

Job Overview:

As a Client Services Associate, you’ll be the go-to person for financial advisors on our insurance sales team. With 2-3 years of experience in client service, para-planning, or sales, you’ll play an important role in case design, handling inquiries, and providing top-notch service. If you’re passionate about finance and want to grow in the industry, we’re looking for someone like you.

What You’ll Do:

• Partner with advisors to create annuity case designs using the Bucket Plan Best Interest framework.
• Handle the team inbox and call queue, responding to requests quickly and efficiently (we live by the "sundown" rule!).
• Log all advisor interactions into our CRM and ensure follow-ups are timely and accurate.
• Stay on top of insurance products and industry trends to provide valuable insights.
• Gather client info and collaborate with senior team members to resolve challenges and improve service.
• Spot new business opportunities and escalate them when necessary.
• Take part in training and development to sharpen your skills and grow in the financial services world.
• Work with a fun, dynamic team to solve problems and create better experiences for our clients and advisors.

What You Need to Bring:

• 2-3 years of experience in client services, para-planning, or sales (life insurance sales experience is a bonus!).
• A Bachelor’s degree (or equivalent experience).
• Strong communication, organizational, and problem-solving skills.
• Ability to thrive in a fast-paced environment and juggle multiple tasks.
• A passion for growth and a drive to succeed in the financial services field.
• Attention to detail with experience using CRM systems.
• A collaborative mindset with a willingness to learn and adapt.
• A “utility player” mentality—ready to jump into different areas of the business and learn everything you can.

What We Offer:

• A fast track for career growth and personal development.
• Hands-on mentorship and training to help you succeed in the financial services industry.
• A dynamic, team-driven work culture that values your input.
• Competitive salary and benefits package.

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