Financial Planning Associate

Job Description

Job Description

Are you a people person with keen listening skills, strong attention to detail, and a knack for navigating the finer details in business or financial plans? If so, we’re looking for you! We are seeking a definitive decision-maker who is eager to connect new, existing, and prospective clients with the insurance program that best meets their individual needs.

Job seekers should be eager yet intuitive communicators with a demonstrated knowledge of different types of insurance policies and excellent organization skills. If you are looking for a flexible full-time position that offers growth opportunities, significant earning potential, and plenty of variety, start your application today!

Compensation : $50,000

Responsibilities :

• Work with policyholders to develop and deliver risk management strategies that fit their individual profiles
• Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances
• Update bookkeeping systems, customer records, and sales databases to report your monthly and / or quarterly progress to goals to stakeholders
• Implement sales strategies and tactics proven effective in maintaining and growing existing customer portfolios comprised of loyal, long-term clients
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction

Qualifications :

About Company

Candidates must be a close commute to 410 Motor Parkway 2nd Floor, Hauppauge, NY, 11788.

We can only consider applicants authorized to work in the United States.