Client Service & Sales Associate (Zevenbergen Capital Investments) at Virtus

Seattle, Washington, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Financial ServicesIndustries

Requirements

Bachelor’s degree in Business, Finance or related field
Two years of work experience in the financial services industry
Proactive approach, able to complete multiple directives and meet tight deadlines
Strong client-service orientation and exceptional communication skills (written and verbal)
Knowledgeable in Microsoft Office Suite (Excel, Word and PowerPoint)
Series 65 license or willingness to attain Series 65 license within 6 months (desirable)
Technical experience with Salesforce, Advent APX (desirable)

Responsibilities

Coordinate outreach efforts and set up virtual meetings to maintain and strengthen relationships with financial advisors while acting as a contact for day-to-day client and prospect requests
Prepare sales presentations and proposals, coordinate planning for client meetings, seminars and calls
Provide monthly internal reports; coordinate quarterly webinars and aid in updating and developing marketing materials
Promote ZCI’s products in any suitable wrapper and be able to comfortably discuss with all channels including wealth advisory, family offices, broker dealers, consultants, endowments and public plans
Maintain accurate records of client interactions and sales activities in the CRM system to ensure timely follow up
Manage digital presence including social media accounts and website, ensuring they are up-to-date, visually aligned with our brand and responsive to inbound inquiries
Collaborate with compliance, business development and research team to generate compelling talking points and materials for clients and prospects

Skills

client service

sales

business development

customer service

digital presence management

growth equity investing

investment advisory

Virtus

Insurance brokerage specializing in customized solutions

About Virtus

Virtus Insurance provides tailored insurance solutions for businesses, focusing on the commercial insurance market. The company offers customized strategies for managing property and casualty insurance as well as employee benefits. By employing experienced consultants, Virtus Insurance assesses clients' specific needs and areas of exposure to deliver effective solutions. Unlike many competitors, Virtus emphasizes building strong, long-term relationships with clients, allowing for ongoing support and adaptation of insurance strategies. The Property and Casualty Unit is known for its meticulous risk assessment, while the Employee Benefits Unit focuses on creative, data-driven strategies to enhance employee benefits. The goal of Virtus Insurance is to reduce risk and save money for its clients through personalized service and expertise.

Overland Park, KansasHeadquarters

2013Year Founded

SECONDARY_PRIVATECompany Stage

Consulting, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Hybrid Work Options

Risks

Competition from InsurTech startups may erode Virtus's market share.

Rising interest rates could affect insurance product pricing.

Stricter data privacy regulations may increase compliance costs for Virtus.

Differentiation

Virtus offers highly customized insurance strategies tailored to client needs.

The company focuses on building strong, long-term client relationships.

Virtus employs experienced consultants for precise risk assessment and innovative solutions.

Upsides

Growing demand for cyber insurance presents new expansion opportunities for Virtus.

AI-driven underwriting can enhance Virtus's data-driven consulting services.

Increased focus on mental health benefits aligns with Virtus's employee benefits offerings.

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