Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
We are looking for a competitive Insurance Sales Representative to help us expand our business by actively seeking and acquiring new clients. You will identify their needs and demands and sell accordingly.
The goal is to formulate strong relationships to ensure growth and preserve and augment our firm’s prestige.
Implementing strategies to sell insurance
Building rapport with customers
Getting details from customers to fully assist them
Preparing reports for manager/supervisor
Dealing with customer enquiries and disputes
Handling insurance claims
Being fully aware of the company’s services/policies
Working accordingly with company policies
Experience within this field
Good understanding of insurance plans/policies
Computer savvy
Motivational
Communication skills should be excellent
Good at building rapport with customers and persuading individuals
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0 Financial Associate (Public) jobs found in Greenville, SC area