{bc}
recruitee

Client Experience

Peak Retirement Planning
Columbus, USA
Senior · 30+ years experience
Onsite
USD 60000-100000 / year
Discovered 2 weeks ago

Full Job Posting

What We Look For

  • A+ Player
  • Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
  • Dislikes working with B and C players.
  • Does not need to be told twice what to do.
  • Foxhole Team Member
  • Has a servant's heart and a purpose bigger than themselves.
  • Will help a team member fix a flat on the side of the road at 6am.
  • Goes above and beyond to provide a "White Glove Service" to our clients.
  • Rocketship Mentality
  • Excited to join a fast-growing startup with extreme upside.
  • Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
  • "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).
  • Main Responsibilities:
  • Ensure every client interaction is warm, welcoming, and exceeds expectations
  • Take clients out for meals and experiences
  • Ensure our clients feel like a million bucks
  • Plan and coordinate client events, appreciation initiatives, and office visits
  • Anticipate client needs and address concerns before they arise

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at Peak Retirement Planning