Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Our well-established insurance agency is a small, close knit group looking for a new team member. We are currently seeking a friendly, highly motivated individual to provide excellent customer service.
The incumbent of this position will be required to:
- Answer phones and greet visitors in a professional, friendly manner
- Determine the specific needs of clients by researching current coverage and available options
- Provide quotes for new client policies
- Establish new policies for clients
- Provide service for clients’ changing needs
- Build and maintain courteous and effective relationships with clients and coworkers
Required skills:
- Performs well in a fast-paced work environment
- Good at multitasking
- Strong written and verbal communication skills
- Typing and knowledge of basic computer programs
- Previous insurance experience is a plus
Starting pay depends on experience. Benefit package offered. Must be willing to get licensed.
If this position sounds like a good fit, we would love to hear from you!
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Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Expected hours: 40 per week
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Ability to Relocate:
Work Location: In person
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