Associate Financial Planner

Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Responsibilities

• Maintain databases, records, and bookkeeping, ensuring all paperwork is up to date
• Onboard incoming and retain existing clients via a variety of customer service tasks, such as appointment booking and responding to inquiries regarding billing, coverage, eligibility, and insurance policies
• Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations
• Process current policyholders' insurance claims while monitoring the status of existing insurance claims
• Grow new business by generating a prospective customer base and advertising our insurance products via networking, asking for referrals, cold calling, and other marketing strategies

Qualifications

• Possesses outstanding interpersonal and communication skills
• Prior health insurance or life insurance experience a bonus
• Must have graduated from high school or received a GED; a Bachelor's degree is desired
• Previous customer service or experience as a sales representative preferred
• Current Life & Health insurance license is greatly valued