
Financial Service Consultant
4 days ago
Overview
Be among the first 25 applicants
Founder @ Searching Motors, Financial Associate Director, Career Profiling Mentor | Marketing and Public Relations
Company Description
AIA Insurance has been serving the specific insurance needs of our local clients for over 100 years. As an independent agency, our distinct advantage is that we can survey the marketplace for our clients, giving them the assurance that we can provide a comprehensive policy at a competitive rate. We specialize in Commercial (including Agricultural risks), Home, Auto, Health, Life, Disability, and Crop Insurance. Our mission is to provide exceptional service and tailored insurance solutions to meet our clients' needs.
Role Description
This is a full-time remote role for a Financial Service Consultant. The Financial Service Consultant will be responsible for providing financial services and consulting to clients. This includes analyzing financial data, creating financial plans, providing investment advice, and helping clients navigate insurance options. The consultant will also be responsible for communicating with clients, building strong relationships, and delivering exceptional customer service.
Qualifications
Strong analytical skills and ability to analyze financial data
Experience in finance and financial services
Consulting experience and ability to provide strategic advice
Excellent communication skills, both written and verbal
Ability to build relationships and provide exceptional customer service
Bachelor\'s degree in Finance, Business, or related field
Knowledge of insurance industry and products is a plus
Professional certifications such as Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) are a plus
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Insurance
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