Business Services & Consulting • Manchester, NH 03103
Personal Financial Planner
Manchester, NH 03103On-sitePosted just now
Business Services & Consulting
About the Role
Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goalsthrough a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process 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
Description
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goalsthrough a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process 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
What You'll Do
Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook.
Our ideal candidate will be driven by the need to help clients identify and achieve their financial goalsthrough a variety of planning services.
Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.
If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
