Insurance and Financial Services Career Opportunity
6 days ago
We are seeking a talented and experienced professional to join our team as an Insurance and Financial Services Position. As a key member of the Lisa Rich - State Farm Agent team, you will play a vital role in helping us achieve our goals and deliver exceptional results for our customers.
Job OverviewThe ideal candidate will have 3+ years of experience in insurance and financial services, with a strong background in sales and client relationships. They will be responsible for developing and maintaining client relationships, providing comprehensive financial planning and insurance advice, and assisting clients with retirement planning, investment management, and insurance needs.
Responsibilities- Client Relationship Development: Develop and maintain strong relationships with existing and new clients, identifying their insurance and financial needs and providing tailored solutions.
- Financial Planning: Provide clients with comprehensive financial planning and insurance advice, including retirement planning, investment management, and insurance needs.
- Market Trends: Stay current with market trends and product offerings, ensuring that clients receive the best possible solutions.
- Experience: 3+ years of experience in insurance and financial services.
- Licenses: Licenses in insurance and FINRA Series 7 and 63 preferred.
- Skills: Strong communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
We offer a competitive salary range of $60,000 - $100,000 per year, depending on experience and qualifications. In addition to a rewarding career, we offer a comprehensive benefits package, including health insurance, paid time off, and bonus opportunities based on performance.
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Career Opportunities in Financial Planning
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Customer Service Representative
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Insurance Career Development Representative
3 weeks ago
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Financial Services Specialist
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Financial Services Consultant
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Financial Services Professional
1 month ago
Ann Arbor, Michigan, United States Hantz Group Full timeJob OverviewHantz Group is a leading financial services company based in Michigan, offering a wide range of services to individuals and businesses.About the RoleWe are currently seeking a highly motivated and organized individual to join our team as a Planning Analyst Intern. This role will provide opportunities for growth and development in the field of...
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1 week ago
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Financial Services Coordinator
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Ann Arbor, Michigan, United States THE PULPO GROUP Full timeAbout The RoleThe Pulpo Group, a leading organization in the industry, is seeking an experienced Financial Services Coordinator to join its team. This role will play a vital part in ensuring the smooth operation of our financial processes.As a key member of our finance team, you will be responsible for processing Accounts Payable, Expense Payables, and other...
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Psychiatrist - Inpatient Career Opportunity
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