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Financial Solutions Specialist
3 days ago
We are seeking a highly skilled and experienced Financial Solutions Specialist to join our team at Heirs Insurance Group. In this role, you will play a crucial part in providing expert financial guidance to clients, helping them achieve their financial objectives.
As a Financial Solutions Specialist, your primary responsibility will be to conduct in-depth meetings with clients to understand their financial situations, including their income, expenses, assets, and risk tolerance. Based on this information, you will offer strategic advice on various financial products and services, such as investment, insurance coverage, and debt management tools.
To stay ahead of the curve, you will perform market research to keep up-to-date with the latest financial trends and developments. Additionally, you will identify potential clients and pursue new business opportunities to maintain a strong client base.
In order to excel in this role, you should have excellent communication and interpersonal skills, as well as the ability to build strong relationships with clients. You should also possess a deep understanding of financial concepts and be able to analyze complex financial data.
If you are a motivated and results-driven individual with a passion for finance, we encourage you to apply for this exciting opportunity.
Salary: $85,000 - $110,000 per year
Benefits: Comprehensive health insurance, retirement plan, paid time off, and professional development opportunities
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