
Financial Services Expert
4 days ago
Consolidated Hallmark Insurance Ltd is a leading insurance company that offers a wide range of financial services to its clients. As a Senior Financial Strategist, you will play a crucial role in helping us achieve our goal of becoming the most trusted insurance company in the industry.
Job Description
In this role, you will be responsible for developing and implementing marketing strategies to attract new clients. This includes identifying potential clients, creating marketing campaigns, and building relationships with key decision-makers. You will also be responsible for assessing clients' financial situations and goals, providing tailored financial advice and strategies, and staying informed about financial products, market trends, and regulations.
Requirements
To be successful in this role, you will need to have a degree in finance, business, marketing, or a related field, as well as proven experience in financial services or sales/marketing roles. Relevant certifications such as CIIN, ARIAN, or NIMN are a plus. You will also need to possess analytical and problem-solving skills, strong marketing and promotional skills, proficiency in financial software and tools, and time management and organizational skills.
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