Hybrid Insurance & Annuities Client Services Pro

Cassaday & Company, Inc.

Cassaday & Company, Inc. is looking for an Advanced Strategies Associate in McLean, Virginia. This role is crucial to assist clients with their insurance, annuity, and 401(k) plan servicing needs. The responsibilities include interacting with clients, assisting with department sales processes, and maintaining client account records. The ideal candidate holds a Bachelor's degree and a valid Life & Health Insurance License, with excellent communication and organizational skills. The position offers a hybrid work schedule and comprehensive benefits package. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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