About this role
Assistant Relationship Manager - Newport Beach, CA at Wintrust. Location: Newport Beach, California, United States. Role: maintaining relationships, analyzing reports, visiting agents Requirements: 2+ years insurance/financial experience preferred, strong sales and financial acumen, ability to travel up to 80%, excellent communication and organizational skills, proficiency with Microsoft Word/Excel/PowerPoint and Sales Force. Category: Sales Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, PowerPoint, Sales Force Commitment: Full Time Workplace: Onsite Languages: English